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 | $15,734 | $101,063-84.4% | $81,473-80.7% | $147,586-89.3% |
| Participation rate | 76.9% | 74.5%+2.5pp | 68.0%+9.0pp | 82.8%-5.9pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,290 | $3,206+2.6% | $2,568+28.1% | $4,876-32.5% |
| Participant deferral / active EE | $6,983 | $4,242+64.6% | $3,537+97.4% | $5,439+28.4% |
| Admin fee / account holder | $19 | $5,812-99.7% | $4,561-99.6% | $10,886-99.8% |