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 | $22,477 | $98,240-77.1% | $82,312-72.7% | $147,586-84.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,589 | $3,192-50.2% | $2,428-34.6% | $4,876-67.4% |
| Participant deferral / active EE | $2,711 | $4,383-38.1% | $3,706-26.8% | $5,439-50.2% |
| Admin fee / account holder | $78 | $8,563-99.1% | $5,608-98.6% | $10,886-99.3% |