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 | $64,882 | $138,076-53.0% | $123,553-47.5% | $135,380-52.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.45% | 153.70%-160.1pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,954 | $5,152-42.7% | $4,628-36.2% | $4,779-38.2% |
| Participant deferral / active EE | $3,200 | $6,800-52.9% | $6,426-50.2% | $5,609-43.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |