Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,331 | $103,038-80.3% | $90,324-77.5% | $152,909-86.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,804 | $3,141+21.1% | $2,856+33.2% | $4,764-20.1% |
| Participant deferral / active EE | $15,120 | $4,282+253.1% | $3,885+289.1% | $5,851+158.4% |
| Admin fee / account holder | $79 | $6,177-98.7% | $5,356-98.5% | $11,601-99.3% |