Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,050 | $92,743-56.8% | $82,744-51.6% | $134,532-70.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.16% | 946.63%-961.8pp | 702.22%-717.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $3,477 | $3,273+6.2% | $3,008+15.6% | $4,741-26.7% |
| Participant deferral / active EE | $10,515 | $4,802+119.0% | $4,395+139.3% | $6,401+64.3% |
| Admin fee / account holder | $20 | $5,977-99.7% | $5,325-99.6% | $11,429-99.8% |