Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,222 | $124,330-86.1% | $109,173-84.2% | $167,536-89.7% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,067 | $4,209-27.1% | $3,723-17.6% | $4,839-36.6% |
| Participant deferral / active EE | $9,850 | $5,256+87.4% | $4,654+111.7% | $6,342+55.3% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |