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 | $26,452 | $135,645-80.5% | $110,243-76.0% | $135,380-80.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.94% | 513.24%-520.2pp | 314.76%-321.7pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,555 | $4,907-47.9% | $3,827-33.2% | $4,779-46.5% |
| Participant deferral / active EE | $2,932 | $5,507-46.8% | $4,672-37.2% | $5,609-47.7% |
| Admin fee / account holder | $220 | $11,458-98.1% | $8,548-97.4% | $10,828-98.0% |