Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,956 | $197,819-77.3% | $155,789-71.1% | $125,389-64.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.16% | 86.73%-86.9pp | 71.54%-71.7pp | 282.24%-282.4pp |
| Employer contribution / active EE | $17,151 | $4,850+253.6% | $3,839+346.8% | $4,866+252.5% |
| Participant deferral / active EE | $17,740 | $5,631+215.0% | $4,798+269.7% | $5,352+231.5% |
| Admin fee / account holder | $40 | $9,544-99.6% | $7,477-99.5% | $9,541-99.6% |