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 | $34,699 | $93,098-62.7% | $77,081-55.0% | $134,509-74.2% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,432 | $3,419-28.9% | $2,813-13.6% | $4,741-48.7% |
| Participant deferral / active EE | $10,208 | $5,239+94.8% | $4,428+130.5% | $6,400+59.5% |
| Admin fee / account holder | $44 | $6,945-99.4% | $5,427-99.2% | $11,427-99.6% |