Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,196 | $97,729-53.8% | $83,830-46.1% | $135,379-66.6% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -8.91% | 1287.52%-1296.4pp | 850.97%-859.9pp | 519.79%-528.7pp |
| Employer contribution / active EE | $16,724 | $4,222+296.1% | $3,631+360.6% | $4,779+250.0% |
| Participant deferral / active EE | $7,562 | $4,683+61.5% | $4,082+85.3% | $5,609+34.8% |
| Admin fee / account holder | $11 | $6,674-99.8% | $5,479-99.8% | $10,828-99.9% |