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 | $67,405 | $92,219-26.9% | $76,767-12.2% | $135,380-50.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $616 | $3,216-80.9% | $2,485-75.2% | $4,779-87.1% |
| Participant deferral / active EE | $8,361 | $4,508+85.5% | $3,852+117.1% | $5,609+49.1% |
| Admin fee / account holder | $1 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |