Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,360 | $82,324-89.8% | $68,803-87.8% | $134,545-93.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 5.20% | -2.17%+7.4pp | -6.37%+11.6pp | 418.37%-413.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,100 | $4,740-13.5% | $3,942+4.0% | $6,401-36.0% |
| Admin fee / account holder | $166 | $6,485-97.4% | $4,936-96.6% | $11,431-98.5% |