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 | $56,786 | $180,466-68.5% | $154,114-63.2% | $135,382-58.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.29% | 888.15%-894.4pp | 735.16%-741.5pp | 519.77%-526.1pp |
| Employer contribution / active EE | $5,582 | $6,035-7.5% | $5,298+5.4% | $4,779+16.8% |
| Participant deferral / active EE | $2,782 | $5,806-52.1% | $5,081-45.2% | $5,609-50.4% |
| Admin fee / account holder | $90 | $16,144-99.4% | $13,411-99.3% | $10,829-99.2% |