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 | $20,189 | $65,364-69.1% | $92,909-78.3% | $72,975-72.3% |
| Participation rate | 95.9% | 68.3%+27.6pp | 76.0%+19.9pp | 69.5%+26.4pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $11,590 | $2,594+346.7% | $3,653+217.2% | $2,440+375.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $85 | $4,251-98.0% | $5,795-98.5% | $5,124-98.3% |