Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,367 | $154,209-81.6% | $130,062-78.2% | $139,487-79.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 32.46% | 32.52%-0.1pp | -137.37%+169.8pp | 373.84%-341.4pp |
| Employer contribution / active EE | $4,324 | $5,292-18.3% | $4,322+0.1% | $4,755-9.1% |
| Participant deferral / active EE | $10,905 | $6,709+62.5% | $5,821+87.4% | $6,713+62.5% |
| Admin fee / account holder | $102 | $13,988-99.3% | $10,601-99.0% | $11,407-99.1% |