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 | $85,537 | $160,059-46.6% | $140,019-38.9% | $135,380-36.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.84% | 911.48%-913.3pp | 651.17%-653.0pp | 519.81%-521.6pp |
| Employer contribution / active EE | $4,287 | $6,420-33.2% | $5,605-23.5% | $4,779-10.3% |
| Participant deferral / active EE | $6,632 | $7,641-13.2% | $6,927-4.2% | $5,609+18.2% |
| Admin fee / account holder | $59 | $13,328-99.6% | $10,705-99.5% | $10,828-99.5% |