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 | $33,032 | $97,759-66.2% | $83,849-60.6% | $135,377-75.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.35% | 1287.41%-1296.8pp | 850.91%-860.3pp | 519.75%-529.1pp |
| Employer contribution / active EE | $2,464 | $4,222-41.6% | $3,631-32.1% | $4,779-48.4% |
| Participant deferral / active EE | $3,477 | $4,682-25.7% | $4,082-14.8% | $5,609-38.0% |
| Admin fee / account holder | $182 | $6,674-97.3% | $5,478-96.7% | $10,828-98.3% |