Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,357 | $73,518-68.2% | $63,003-62.9% | $147,585-84.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 175.46%-175.5pp | 87.59%-87.6pp | 578.56%-578.6pp |
| Employer contribution / active EE | $4,740 | $3,322+42.7% | $2,760+71.7% | $4,876-2.8% |
| Participant deferral / active EE | $18,000 | $4,183+330.3% | $3,329+440.7% | $5,439+231.0% |
| Admin fee / account holder | $31 | $5,952-99.5% | $3,600-99.1% | $10,885-99.7% |