Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,486 | $112,935-77.4% | $90,970-72.0% | $158,966-84.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $9,508 | $2,895+228.5% | $2,122+348.0% | $4,762+99.7% |
| Participant deferral / active EE | $11,343 | $4,129+174.7% | $3,373+236.2% | $5,983+89.6% |
| Admin fee / account holder | $13 | $8,045-99.8% | $5,960-99.8% | $11,250-99.9% |