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 | $49,594 | $180,459-72.5% | $154,108-67.8% | $135,380-63.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.01% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $4,548 | $6,035-24.6% | $5,298-14.1% | $4,779-4.8% |
| Participant deferral / active EE | $6,665 | $5,806+14.8% | $5,081+31.2% | $5,609+18.8% |
| Admin fee / account holder | $5 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |