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 | $47,993 | $180,466-73.4% | $154,114-68.9% | $135,382-64.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.00% | 888.15%-896.2pp | 735.16%-743.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $3,788 | $6,035-37.2% | $5,298-28.5% | $4,779-20.7% |
| Participant deferral / active EE | $5,881 | $5,806+1.3% | $5,081+15.7% | $5,609+4.8% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |