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 | $60,326 | $84,685-28.8% | $73,836-18.3% | $125,389-51.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.10% | 3123.80%-3125.9pp | 2268.06%-2270.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $7,960 | $3,123+154.8% | $2,787+185.5% | $4,866+63.6% |
| Participant deferral / active EE | $15,709 | $3,993+293.4% | $3,583+338.4% | $5,352+193.5% |
| Admin fee / account holder | $20 | $5,694-99.6% | $4,882-99.6% | $9,541-99.8% |