Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,606 | $138,114-53.9% | $125,391-49.3% | $134,545-52.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.30% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $7,239 | $5,246+38.0% | $4,816+50.3% | $4,742+52.7% |
| Participant deferral / active EE | $8,580 | $7,801+10.0% | $7,448+15.2% | $6,401+34.0% |
| Admin fee / account holder | $124 | $11,570-98.9% | $10,009-98.8% | $11,431-98.9% |