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 | $47,573 | $152,597-68.8% | $117,533-59.5% | $134,532-64.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.73% | 53.04%-71.8pp | 29.77%-48.5pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,310 | $5,576-58.6% | $4,179-44.7% | $4,741-51.3% |
| Participant deferral / active EE | $6,210 | $4,821+28.8% | $4,072+52.5% | $6,401-3.0% |
| Admin fee / account holder | $20 | $7,007-99.7% | $5,647-99.6% | $11,429-99.8% |