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 | $22,531 | $98,240-77.1% | $82,312-72.6% | $147,586-84.7% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,535 | $3,192-20.6% | $2,428+4.4% | $4,876-48.0% |
| Participant deferral / active EE | $9,073 | $4,383+107.0% | $3,706+144.8% | $5,439+66.8% |
| Admin fee / account holder | $104 | $8,563-98.8% | $5,608-98.1% | $10,886-99.0% |