Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,463 | $124,330-70.7% | $109,173-66.6% | $167,536-78.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $31,734 | $4,209+653.9% | $3,723+752.4% | $4,839+555.8% |
| Participant deferral / active EE | $4,625 | $5,256-12.0% | $4,654-0.6% | $6,342-27.1% |
| Admin fee / account holder | $7 | $7,974-99.9% | $6,755-99.9% | $12,315-99.9% |