Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,553 | $67,372-88.8% | $60,906-87.6% | $134,532-94.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 16.94%-16.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,798 | $3,099+54.8% | $2,703+77.5% | $4,741+1.2% |
| Participant deferral / active EE | $4,798 | $4,532+5.9% | $3,814+25.8% | $6,401-25.0% |
| Admin fee / account holder | $50 | $4,588-98.9% | $3,227-98.5% | $11,429-99.6% |