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 | $65,121 | $138,102-52.8% | $125,381-48.1% | $134,532-51.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.13% | 750.73%-757.9pp | 572.31%-579.4pp | 418.27%-425.4pp |
| Employer contribution / active EE | $22,763 | $5,245+334.0% | $4,815+372.7% | $4,741+380.1% |
| Participant deferral / active EE | $14,559 | $7,801+86.6% | $7,448+95.5% | $6,401+127.4% |
| Admin fee / account holder | $172 | $11,568-98.5% | $10,007-98.3% | $11,429-98.5% |