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 | $69,584 | $84,464-17.6% | $61,399+13.3% | $134,509-48.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.54% | 585.06%-600.6pp | 338.81%-354.4pp | 418.13%-433.7pp |
| Employer contribution / active EE | $5,070 | $1,545+228.2% | $1,159+337.3% | $4,741+7.0% |
| Participant deferral / active EE | $8,158 | $2,818+189.5% | $2,124+284.0% | $6,400+27.5% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |