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 | $19,348 | $63,346-69.5% | $92,240-79.0% | $70,126-72.4% |
| Participation rate | 93.4% | 68.7%+24.8pp | 76.5%+16.9pp | 69.5%+23.9pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,865 | $2,471+15.9% | $3,680-22.1% | $2,343+22.3% |
| Participant deferral / active EE | $4,731 | $2,854+65.8% | $3,897+21.4% | $3,332+42.0% |
| Admin fee / account holder | $124 | $3,841-96.8% | $5,194-97.6% | $4,645-97.3% |