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 | $23,879 | $90,607-73.6% | $79,467-70.0% | $135,380-82.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.93% | 977.74%-986.7pp | 718.30%-727.2pp | 519.81%-528.7pp |
| Employer contribution / active EE | $3,474 | $3,068+13.2% | $2,800+24.1% | $4,779-27.3% |
| Participant deferral / active EE | $3,870 | $4,050-4.5% | $3,704+4.5% | $5,609-31.0% |
| Admin fee / account holder | $257 | $5,895-95.6% | $5,104-95.0% | $10,828-97.6% |