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 | $16,662 | $100,938-83.5% | $90,461-81.6% | $158,982-89.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $7,891 | $3,691+113.8% | $3,264+141.8% | $4,763+65.7% |
| Participant deferral / active EE | $12,886 | $4,350+196.2% | $3,964+225.0% | $5,983+115.4% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |