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 | $14,811 | $103,008-85.6% | $90,304-83.6% | $152,897-90.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,401 | $3,139-55.4% | $2,855-50.9% | $4,764-70.6% |
| Participant deferral / active EE | $4,018 | $4,281-6.2% | $3,885+3.4% | $5,851-31.3% |
| Admin fee / account holder | $35 | $6,175-99.4% | $5,354-99.3% | $11,599-99.7% |