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 | $12,938 | $127,296-89.8% | $109,907-88.2% | $167,536-92.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.2%+14.7pp | 82.1%+6.8pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,334 | $3,325-29.8% | $2,844-17.9% | $4,839-51.8% |
| Participant deferral / active EE | $8,548 | $4,513+89.4% | $4,047+111.2% | $6,342+34.8% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |