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 | $15,629 | $115,903-86.5% | $100,528-84.5% | $158,966-90.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $6,935 | $4,105+68.9% | $3,419+102.9% | $4,762+45.6% |
| Participant deferral / active EE | $8,959 | $6,677+34.2% | $6,271+42.9% | $5,983+49.7% |
| Admin fee / account holder | $70 | $11,000-99.4% | $8,084-99.1% | $11,250-99.4% |