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 | $59,995 | $82,678-27.4% | $125,391-52.2% | $68,490-12.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.10% | -5.97%-7.1pp | 572.41%-585.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $4,471 | $3,382+32.2% | $4,816-7.2% | $2,597+72.2% |
| Participant deferral / active EE | $10,281 | $6,111+68.2% | $7,448+38.0% | $4,028+155.2% |
| Admin fee / account holder | $290 | $6,277-95.4% | $10,009-97.1% | $5,403-94.6% |