Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,427 | $113,941-78.6% | $94,229-74.1% | $125,389-80.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $16,233 | $4,727+243.4% | $3,587+352.6% | $4,866+233.6% |
| Participant deferral / active EE | $8,225 | $5,179+58.8% | $4,320+90.4% | $5,352+53.7% |
| Admin fee / account holder | $10 | $8,392-99.9% | $6,269-99.8% | $9,541-99.9% |