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 | $84,191 | $90,617-7.1% | $79,476+5.9% | $135,382-37.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.34% | 977.57%-984.9pp | 718.21%-725.6pp | 519.77%-527.1pp |
| Employer contribution / active EE | $8,116 | $3,068+164.6% | $2,800+189.8% | $4,779+69.8% |
| Participant deferral / active EE | $4,862 | $4,050+20.0% | $3,704+31.3% | $5,609-13.3% |
| Admin fee / account holder | $1 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |