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 | $72,139 | $95,975-24.8% | $74,549-3.2% | $135,379-46.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.90% | 56.96%-64.9pp | 32.53%-40.4pp | 519.79%-527.7pp |
| Employer contribution / active EE | $4,631 | $2,716+70.5% | $1,961+136.1% | $4,779-3.1% |
| Participant deferral / active EE | $7,539 | $3,844+96.2% | $3,108+142.6% | $5,609+34.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |