Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,001 | $176,402-89.2% | $134,155-85.8% | $158,950-88.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.34%-36.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $5,064 | $5,042+0.4% | $3,705+36.7% | $4,762+6.3% |
| Participant deferral / active EE | $5,784 | $4,093+41.3% | $3,500+65.3% | $5,983-3.3% |
| Admin fee / account holder | $43 | $8,719-99.5% | $6,685-99.4% | $11,248-99.6% |