Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,851 | $82,678-60.3% | $125,391-73.8% | $68,490-52.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 12.45% | -5.97%+18.4pp | 572.41%-560.0pp | -7.85%+20.3pp |
| Employer contribution / active EE | $4,248 | $3,382+25.6% | $4,816-11.8% | $2,597+63.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6 | $6,277-99.9% | $10,009-99.9% | $5,403-99.9% |