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 | $88,473 | $138,076-35.9% | $123,553-28.4% | $135,380-34.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.13% | 153.70%-153.8pp | 119.21%-119.3pp | 519.81%-519.9pp |
| Employer contribution / active EE | $1,961 | $5,152-61.9% | $4,628-57.6% | $4,779-59.0% |
| Participant deferral / active EE | $4,708 | $6,800-30.8% | $6,426-26.7% | $5,609-16.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |