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 | $64,580 | $138,075-53.2% | $123,552-47.7% | $135,379-52.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.29% | 153.70%-158.0pp | 119.20%-123.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $6,162 | $5,152+19.6% | $4,628+33.1% | $4,779+28.9% |
| Participant deferral / active EE | $11,104 | $6,800+63.3% | $6,426+72.8% | $5,609+98.0% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |