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 | $95,342 | $138,076-30.9% | $123,553-22.8% | $135,380-29.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.95% | 153.70%-160.6pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,694 | $5,152-47.7% | $4,628-41.8% | $4,779-43.6% |
| Participant deferral / active EE | $5,138 | $6,800-24.4% | $6,426-20.0% | $5,609-8.4% |
| Admin fee / account holder | $6 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |