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 | $97,227 | $138,076-29.6% | $123,553-21.3% | $135,380-28.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.68% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $7,683 | $5,152+49.1% | $4,628+66.0% | $4,779+60.8% |
| Participant deferral / active EE | $6,743 | $6,800-0.8% | $6,426+4.9% | $5,609+20.2% |
| Admin fee / account holder | $26 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |