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 | $22,069 | $97,732-77.4% | $83,831-73.7% | $135,380-83.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.66% | 1287.56%-1294.2pp | 850.99%-857.6pp | 519.81%-526.5pp |
| Employer contribution / active EE | $3,570 | $4,222-15.4% | $3,631-1.7% | $4,779-25.3% |
| Participant deferral / active EE | $2,159 | $4,683-53.9% | $4,082-47.1% | $5,609-61.5% |
| Admin fee / account holder | $51 | $6,675-99.2% | $5,479-99.1% | $10,828-99.5% |