Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,760 | $97,027-67.3% | $83,323-61.9% | $135,382-76.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,803 | $4,143-56.5% | $3,379-46.6% | $4,779-62.3% |
| Participant deferral / active EE | $5,699 | $5,964-4.5% | $5,565+2.4% | $5,609+1.6% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |