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 | $25,855 | $108,701-76.2% | $74,723-65.4% | $152,909-83.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 1.24% | 114.12%-112.9pp | 753.18%-751.9pp | 345.46%-344.2pp |
| Employer contribution / active EE | $251 | $1,504-83.3% | $1,084-76.9% | $4,764-94.7% |
| Participant deferral / active EE | $19,000 | $2,709+601.4% | $1,962+868.6% | $5,851+224.7% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |