Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,127 | $133,981-88.0% | $112,249-85.6% | $134,532-88.0% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,885 | $4,040-53.3% | $3,636-48.2% | $4,741-60.2% |
| Participant deferral / active EE | $3,805 | $5,292-28.1% | $4,729-19.5% | $6,401-40.6% |
| Admin fee / account holder | $15 | $7,492-99.8% | $6,412-99.8% | $11,429-99.9% |