Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,825 | $138,076-77.0% | $123,553-74.2% | $135,380-76.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.78% | 153.70%-162.5pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $5,677 | $5,152+10.2% | $4,628+22.7% | $4,779+18.8% |
| Participant deferral / active EE | $3,442 | $6,800-49.4% | $6,426-46.4% | $5,609-38.6% |
| Admin fee / account holder | $195 | $10,917-98.2% | $9,284-97.9% | $10,828-98.2% |