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 | $30,830 | $106,923-71.2% | $84,023-63.3% | $152,909-79.8% |
| Participation rate | 77.8% | 75.3%+2.5pp | 69.0%+8.8pp | 82.5%-4.7pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,131 | $2,735-22.1% | $1,984+7.4% | $4,764-55.3% |
| Participant deferral / active EE | $6,781 | $4,013+69.0% | $3,239+109.3% | $5,851+15.9% |
| Admin fee / account holder | $2 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |