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 | $88,598 | $180,462-50.9% | $154,111-42.5% | $135,379-34.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.09% | 888.17%-896.3pp | 735.18%-743.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $2,899 | $6,036-52.0% | $5,298-45.3% | $4,779-39.3% |
| Participant deferral / active EE | $5,131 | $5,806-11.6% | $5,081+1.0% | $5,609-8.5% |
| Admin fee / account holder | $218 | $16,145-98.6% | $13,411-98.4% | $10,828-98.0% |