Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,253 | $138,076-58.5% | $123,553-53.7% | $135,380-57.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.31% | 153.70%-154.0pp | 119.21%-119.5pp | 519.81%-520.1pp |
| Employer contribution / active EE | $3,550 | $5,152-31.1% | $4,628-23.3% | $4,779-25.7% |
| Participant deferral / active EE | $5,495 | $6,800-19.2% | $6,426-14.5% | $5,609-2.0% |
| Admin fee / account holder | $63 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |