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 | $14,056 | $100,901-86.1% | $75,501-81.4% | $147,586-90.5% |
| Participation rate | 83.3% | 77.1%+6.2pp | 72.4%+11.0pp | 82.8%+0.5pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $5,521 | $3,253+69.7% | $2,352+134.7% | $4,876+13.2% |
| Participant deferral / active EE | $12,121 | $4,027+201.0% | $3,142+285.7% | $5,439+122.9% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |