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 | $14,711 | $138,102-89.3% | $125,381-88.3% | $134,532-89.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,165 | $5,245-20.6% | $4,815-13.5% | $4,741-12.1% |
| Participant deferral / active EE | $6,994 | $7,801-10.3% | $7,448-6.1% | $6,401+9.3% |
| Admin fee / account holder | $7 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |