Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,460 | $138,114-57.7% | $125,391-53.4% | $134,545-56.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.85% | 750.88%-770.7pp | 572.41%-592.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $24,998 | $5,246+376.5% | $4,816+419.1% | $4,742+427.2% |
| Participant deferral / active EE | $13,061 | $7,801+67.4% | $7,448+75.4% | $6,401+104.0% |
| Admin fee / account holder | $155 | $11,570-98.7% | $10,009-98.5% | $11,431-98.6% |