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 | $34,975 | $92,684-62.3% | $82,706-57.7% | $134,509-74.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.38% | 945.84%-964.2pp | 701.76%-720.1pp | 418.13%-436.5pp |
| Employer contribution / active EE | $2,633 | $3,272-19.5% | $3,007-12.5% | $4,741-44.5% |
| Participant deferral / active EE | $6,841 | $4,800+42.5% | $4,394+55.7% | $6,400+6.9% |
| Admin fee / account holder | $148 | $5,982-97.5% | $5,329-97.2% | $11,427-98.7% |