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 | $104,061 | $138,078-24.6% | $125,363-17.0% | $134,509-22.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.63% | 750.49%-767.1pp | 572.15%-588.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $2,107 | $5,245-59.8% | $4,815-56.2% | $4,741-55.6% |
| Participant deferral / active EE | $4,213 | $7,800-46.0% | $7,447-43.4% | $6,400-34.2% |
| Admin fee / account holder | $40 | $11,566-99.7% | $10,005-99.6% | $11,427-99.6% |