Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,677 | $165,399-82.7% | $149,745-80.8% | $158,982-82.0% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $10,971 | $5,105+114.9% | $4,646+136.1% | $4,763+130.3% |
| Participant deferral / active EE | $5,812 | $7,183-19.1% | $6,843-15.1% | $5,983-2.9% |
| Admin fee / account holder | $10 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |