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 | $95,054 | $109,411-13.1% | $89,435+6.3% | $158,982-40.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $30,000 | $3,173+845.6% | $2,587+1059.6% | $4,763+529.9% |
| Participant deferral / active EE | $14,171 | $4,600+208.1% | $3,890+264.2% | $5,983+136.8% |
| Admin fee / account holder | $29 | $6,159-99.5% | $4,884-99.4% | $11,252-99.7% |