Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,518 | $95,915-89.0% | $79,580-86.8% | $134,532-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $8,513 | $3,129+172.1% | $2,413+252.7% | $4,741+79.6% |
| Participant deferral / active EE | $4,626 | $4,693-1.4% | $3,985+16.1% | $6,401-27.7% |
| Admin fee / account holder | $79 | $9,132-99.1% | $6,835-98.8% | $11,429-99.3% |