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 | $13,981 | $94,749-85.2% | $112,899-87.6% | $139,466-90.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 40.92%-40.9pp | 34.11%-34.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,499 | $4,630-46.0% | $4,566-45.3% | $4,754-47.4% |
| Participant deferral / active EE | $5,822 | $6,517-10.7% | $6,516-10.7% | $6,712-13.3% |
| Admin fee / account holder | $7 | $8,530-99.9% | $7,047-99.9% | $11,409-99.9% |