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 | $52,140 | $107,941-51.7% | $91,994-43.3% | $152,909-65.9% |
| 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 | 345.46%-345.5pp |
| Employer contribution / active EE | $6,259 | $4,212+48.6% | $3,453+81.3% | $4,764+31.4% |
| Participant deferral / active EE | $18,500 | $6,366+190.6% | $5,924+212.3% | $5,851+216.2% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |