Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,320 | $138,076-76.6% | $123,553-73.8% | $135,380-76.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.12% | 153.70%-155.8pp | 119.21%-121.3pp | 519.81%-521.9pp |
| Employer contribution / active EE | $23,681 | $5,152+359.7% | $4,628+411.7% | $4,779+395.5% |
| Participant deferral / active EE | $10,813 | $6,800+59.0% | $6,426+68.3% | $5,609+92.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |