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 | $65,042 | $97,732-33.4% | $83,831-22.4% | $135,380-52.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.97% | 1287.56%-1295.5pp | 850.99%-859.0pp | 519.81%-527.8pp |
| Employer contribution / active EE | $12,517 | $4,222+196.5% | $3,631+244.7% | $4,779+161.9% |
| Participant deferral / active EE | $8,943 | $4,683+91.0% | $4,082+119.1% | $5,609+59.4% |
| Admin fee / account holder | $14 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |