Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,416 | $138,114-87.4% | $125,391-86.1% | $134,545-87.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,960 | $5,246-62.6% | $4,816-59.3% | $4,742-58.7% |
| Participant deferral / active EE | $4,841 | $7,801-37.9% | $7,448-35.0% | $6,401-24.4% |
| Admin fee / account holder | $21 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |