Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,554 | $107,030-55.6% | $73,550-35.3% | $147,586-67.8% |
| Participation rate | 75.0% | 66.4%+8.6pp | 54.9%+20.1pp | 82.8%-7.8pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $439 | $1,760-75.1% | $1,219-64.0% | $4,876-91.0% |
| Participant deferral / active EE | $1,656 | $2,458-32.6% | $1,804-8.2% | $5,439-69.6% |
| Admin fee / account holder | $279 | $3,055-90.9% | $2,320-88.0% | $10,886-97.4% |