Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,574 | $84,628-87.5% | $61,501-82.8% | $134,545-92.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -0.46% | 585.61%-586.1pp | 339.04%-339.5pp | 418.37%-418.8pp |
| Employer contribution / active EE | $4,525 | $1,545+192.9% | $1,160+290.2% | $4,742-4.6% |
| Participant deferral / active EE | $5,125 | $2,819+81.8% | $2,125+141.2% | $6,401-19.9% |
| Admin fee / account holder | $7 | $2,587-99.7% | $2,132-99.7% | $11,431-99.9% |