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 | $57,845 | $190,862-69.7% | $159,991-63.8% | $134,509-57.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.03% | 552.59%-568.6pp | 408.82%-424.8pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,352 | $4,995-72.9% | $4,225-68.0% | $4,741-71.5% |
| Participant deferral / active EE | $5,441 | $6,924-21.4% | $6,183-12.0% | $6,400-15.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |