Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,056 | $69,518-72.6% | $59,883-68.2% | $135,382-85.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 7.95%-7.9pp | 3.46%-3.5pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,332 | $3,235-27.9% | $2,722-14.3% | $4,779-51.2% |
| Participant deferral / active EE | $5,129 | $4,204+22.0% | $3,402+50.8% | $5,609-8.6% |
| Admin fee / account holder | $24 | $5,734-99.6% | $3,591-99.3% | $10,829-99.8% |