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 | $26,135 | $107,941-75.8% | $91,994-71.6% | $152,897-82.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $14,620 | $4,212+247.2% | $3,453+323.4% | $4,764+206.9% |
| Participant deferral / active EE | $11,333 | $6,366+78.0% | $5,924+91.3% | $5,851+93.7% |
| Admin fee / account holder | $19 | $10,521-99.8% | $7,744-99.8% | $11,599-99.8% |