Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,761 | $105,200-53.6% | $159,474-69.4% | $85,847-43.2% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.8%-4.5pp | 69.3%+9.1pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13,007 | $5,946+118.8% | $7,353+76.9% | $3,952+229.1% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |