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 | $22,068 | $138,102-84.0% | $125,381-82.4% | $134,532-83.6% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,191 | $5,245-1.0% | $4,815+7.8% | $4,741+9.5% |
| Participant deferral / active EE | $9,728 | $7,801+24.7% | $7,448+30.6% | $6,401+52.0% |
| Admin fee / account holder | $12 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |