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 | $55,950 | $138,075-59.5% | $123,552-54.7% | $135,379-58.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.75% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $9,647 | $5,152+87.3% | $4,628+108.5% | $4,779+101.9% |
| Participant deferral / active EE | $6,171 | $6,800-9.2% | $6,426-4.0% | $5,609+10.0% |
| Admin fee / account holder | $179 | $10,917-98.4% | $9,285-98.1% | $10,828-98.3% |