Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,249 | $99,652-77.7% | $78,778-71.8% | $147,585-84.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.57%-578.6pp |
| Employer contribution / active EE | $14,360 | $2,796+413.7% | $1,986+623.2% | $4,876+194.5% |
| Participant deferral / active EE | $6,115 | $3,664+66.9% | $2,958+106.7% | $5,439+12.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |