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 | $110,339 | $93,023+18.6% | $77,027+43.2% | $134,493-18.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.30% | 62.61%-81.9pp | 42.32%-61.6pp | 418.01%-437.3pp |
| Employer contribution / active EE | $5,671 | $3,418+65.9% | $2,813+101.6% | $4,740+19.6% |
| Participant deferral / active EE | $9,136 | $5,238+74.4% | $4,427+106.4% | $6,400+42.8% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,425-99.8% |