Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,306 | $138,076-79.5% | $123,553-77.1% | $135,380-79.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.56% | 153.70%-153.1pp | 119.21%-118.6pp | 519.81%-519.2pp |
| Employer contribution / active EE | $8,345 | $5,152+62.0% | $4,628+80.3% | $4,779+74.6% |
| Participant deferral / active EE | $4,180 | $6,800-38.5% | $6,426-35.0% | $5,609-25.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |