Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,898 | $158,852-88.1% | $121,220-84.4% | $135,379-86.0% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.8%+15.7pp | 82.6%+4.9pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,750 | $4,006+293.2% | $3,345+370.8% | $5,609+180.8% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |