Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,541 | $217,427-87.3% | $185,837-85.2% | $167,518-83.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $3,553 | $5,874-39.5% | $5,168-31.2% | $4,838-26.6% |
| Participant deferral / active EE | $7,980 | $6,357+25.5% | $5,568+43.3% | $6,342+25.8% |
| Admin fee / account holder | $187 | $19,816-99.1% | $16,241-98.8% | $12,312-98.5% |