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 | $41,183 | $197,819-79.2% | $155,789-73.6% | $125,389-67.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.71% | 86.73%-88.4pp | 71.54%-73.2pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,491 | $4,850-48.7% | $3,839-35.1% | $4,866-48.8% |
| Participant deferral / active EE | $9,850 | $5,631+74.9% | $4,798+105.3% | $5,352+84.1% |
| Admin fee / account holder | $181 | $9,544-98.1% | $7,477-97.6% | $9,541-98.1% |