Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,843 | $138,114-69.7% | $125,391-66.6% | $134,545-68.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.14% | 750.88%-769.0pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $4,582 | $5,246-12.7% | $4,816-4.9% | $4,742-3.4% |
| Participant deferral / active EE | $11,433 | $7,801+46.6% | $7,448+53.5% | $6,401+78.6% |
| Admin fee / account holder | $61 | $11,570-99.5% | $10,009-99.4% | $11,431-99.5% |