Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,923 | $138,072-52.3% | $123,549-46.6% | $135,382-51.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.82% | 153.69%-160.5pp | 119.20%-126.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $3,237 | $5,152-37.2% | $4,628-30.1% | $4,779-32.3% |
| Participant deferral / active EE | $6,746 | $6,799-0.8% | $6,426+5.0% | $5,609+20.3% |
| Admin fee / account holder | $298 | $10,917-97.3% | $9,284-96.8% | $10,829-97.2% |