Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,449 | $77,638+38.4% | $156,551-31.4% | $62,881+70.9% |
| Participation rate | 79.5% | 71.2%+8.3pp | 84.0%-4.5pp | 69.3%+10.2pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,456 | $3,046+46.3% | $4,871-8.5% | $3,203+39.1% |
| Admin fee / account holder | $138 | $5,561-97.5% | $13,028-98.9% | $4,296-96.8% |