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 | $84,794 | $138,114-38.6% | $125,391-32.4% | $134,545-37.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.06% | 750.88%-763.9pp | 572.41%-585.5pp | 418.37%-431.4pp |
| Employer contribution / active EE | $1,748 | $5,246-66.7% | $4,816-63.7% | $4,742-63.1% |
| Participant deferral / active EE | $7,897 | $7,801+1.2% | $7,448+6.0% | $6,401+23.4% |
| Admin fee / account holder | $218 | $11,570-98.1% | $10,009-97.8% | $11,431-98.1% |