Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,763 | $48,053-11.0% | $84,623-49.5% | $72,983-41.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.77%-258.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $6,848 | $1,602+327.5% | $2,652+158.2% | $2,440+180.7% |
| Participant deferral / active EE | $3,127 | $2,681+16.6% | $3,899-19.8% | $3,608-13.3% |
| Admin fee / account holder | $259 | $3,395-92.4% | $4,913-94.7% | $5,124-94.9% |