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 | $80,618 | $135,645-40.6% | $110,243-26.9% | $135,379-40.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.16% | 513.24%-518.4pp | 314.76%-319.9pp | 519.79%-525.0pp |
| Employer contribution / active EE | $3,413 | $4,907-30.4% | $3,827-10.8% | $4,779-28.6% |
| Participant deferral / active EE | $10,000 | $5,507+81.6% | $4,672+114.0% | $5,609+78.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |