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 | $46,578 | $85,766-45.7% | $136,298-65.8% | $70,126-33.6% |
| Participation rate | 87.9% | 74.2%+13.7pp | 81.9%+6.0pp | 69.5%+18.3pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $6,611 | $2,966+122.9% | $4,696+40.8% | $2,343+182.2% |
| Participant deferral / active EE | $8,135 | $5,051+61.0% | $6,247+30.2% | $3,332+144.2% |
| Admin fee / account holder | $34 | $5,421-99.4% | $9,244-99.6% | $4,645-99.3% |