Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,894 | $77,449-76.9% | $69,483-74.2% | $152,909-88.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 39.09%-39.1pp | 28.99%-29.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $4,917 | $3,316+48.3% | $2,780+76.9% | $4,764+3.2% |
| Participant deferral / active EE | $12,917 | $4,415+192.6% | $3,537+265.2% | $5,851+120.7% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |