Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,262 | $138,102-77.4% | $125,381-75.1% | $134,532-76.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.95% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $15,781 | $5,245+200.9% | $4,815+227.7% | $4,741+232.9% |
| Participant deferral / active EE | $9,856 | $7,801+26.3% | $7,448+32.3% | $6,401+54.0% |
| Admin fee / account holder | $285 | $11,568-97.5% | $10,007-97.2% | $11,429-97.5% |