Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,180 | $90,607-36.9% | $79,467-28.0% | $135,380-57.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.73% | 977.74%-985.5pp | 718.30%-726.0pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,477 | $3,068-19.3% | $2,800-11.6% | $4,779-48.2% |
| Participant deferral / active EE | $3,801 | $4,050-6.1% | $3,704+2.6% | $5,609-32.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |