Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,083 | $138,075-78.2% | $123,552-75.7% | $135,379-77.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $16,323 | $5,152+216.8% | $4,628+252.7% | $4,779+241.6% |
| Participant deferral / active EE | $6,915 | $6,800+1.7% | $6,426+7.6% | $5,609+23.3% |
| Admin fee / account holder | $10 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |