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 | $50,699 | $97,732-48.1% | $83,831-39.5% | $135,380-62.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.02% | 1287.56%-1294.6pp | 850.99%-858.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $6,579 | $4,222+55.8% | $3,631+81.2% | $4,779+37.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8 | $6,675-99.9% | $5,479-99.9% | $10,828-99.9% |