Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,699 | $90,320-87.0% | $59,496-80.3% | $125,389-90.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $7,000 | $1,792+290.7% | $1,153+507.1% | $4,866+43.9% |
| Participant deferral / active EE | $5,000 | $2,716+84.1% | $1,829+173.3% | $5,352-6.6% |
| Admin fee / account holder | $287 | $3,063-90.6% | $2,232-87.2% | $9,541-97.0% |