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 | $48,592 | $135,639-64.2% | $110,241-55.9% | $135,382-64.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.62% | 513.21%-516.8pp | 314.75%-318.4pp | 519.77%-523.4pp |
| Employer contribution / active EE | $9,964 | $4,907+103.1% | $3,827+160.4% | $4,779+108.5% |
| Participant deferral / active EE | $5,728 | $5,507+4.0% | $4,672+22.6% | $5,609+2.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |