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 | $20,010 | $129,476-84.5% | $93,515-78.6% | $158,982-87.4% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 118.56%-118.6pp | 78.21%-78.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,748 | $2,717+1.1% | $2,077+32.3% | $4,763-42.3% |
| Participant deferral / active EE | $4,559 | $3,916+16.4% | $3,129+45.7% | $5,983-23.8% |
| Admin fee / account holder | $85 | $7,396-98.9% | $5,235-98.4% | $11,252-99.2% |