Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,284 | $138,075-75.2% | $123,552-72.3% | $135,379-74.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.09% | 153.70%-162.8pp | 119.20%-128.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $6,146 | $5,152+19.3% | $4,628+32.8% | $4,779+28.6% |
| Participant deferral / active EE | $9,979 | $6,800+46.8% | $6,426+55.3% | $5,609+77.9% |
| Admin fee / account holder | $166 | $10,917-98.5% | $9,285-98.2% | $10,828-98.5% |