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 | $41,982 | $99,644-57.9% | $86,438-51.4% | $134,532-68.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.58% | 6787.26%-6784.7pp | 4397.19%-4394.6pp | 418.27%-415.7pp |
| Employer contribution / active EE | $8,916 | $4,402+102.5% | $3,769+136.5% | $4,741+88.0% |
| Participant deferral / active EE | $19,614 | $7,247+170.6% | $6,952+182.1% | $6,401+206.4% |
| Admin fee / account holder | $59 | $8,375-99.3% | $6,733-99.1% | $11,429-99.5% |