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 | $24,230 | $82,630-70.7% | $64,105-62.2% | $125,389-80.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.54% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $3,987 | $2,671+49.2% | $1,820+119.1% | $4,866-18.1% |
| Participant deferral / active EE | $8,400 | $3,608+132.8% | $2,822+197.7% | $5,352+57.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |