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 | $20,987 | $110,551-81.0% | $80,741-74.0% | $167,536-87.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,592 | $1,543+3.2% | $1,160+37.2% | $4,839-67.1% |
| Participant deferral / active EE | $18,420 | $2,870+541.7% | $2,145+758.6% | $6,342+190.4% |
| Admin fee / account holder | $98 | $4,547-97.9% | $3,380-97.1% | $12,315-99.2% |