Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,268 | $110,551-42.8% | $80,741-21.6% | $167,536-62.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $836 | $1,543-45.8% | $1,160-28.0% | $4,839-82.7% |
| Participant deferral / active EE | $2,957 | $2,870+3.0% | $2,145+37.8% | $6,342-53.4% |
| Admin fee / account holder | $124 | $4,547-97.3% | $3,380-96.3% | $12,315-99.0% |