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 | $60,372 | $75,962-20.5% | $154,110-60.8% | $64,173-5.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.88% | 30.32%-37.2pp | 735.22%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $5,304 | $3,350+58.3% | $5,298+0.1% | $2,381+122.8% |
| Participant deferral / active EE | $5,431 | $3,175+71.1% | $5,081+6.9% | $3,470+56.5% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,412-100.0% | $4,887-100.0% |