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 | $11,257 | $48,053-76.6% | $84,628-86.7% | $72,975-84.6% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.80%-258.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,509 | $1,602+56.6% | $2,653-5.4% | $2,440+2.8% |
| Participant deferral / active EE | $4,778 | $2,681+78.2% | $3,900+22.5% | $3,608+32.4% |
| Admin fee / account holder | $1 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |