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 | $54,946 | $97,732-43.8% | $83,831-34.5% | $135,380-59.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.75% | 1287.56%-1296.3pp | 850.99%-859.7pp | 519.81%-528.6pp |
| Employer contribution / active EE | $2,047 | $4,222-51.5% | $3,631-43.6% | $4,779-57.2% |
| Participant deferral / active EE | $8,972 | $4,683+91.6% | $4,082+119.8% | $5,609+60.0% |
| Admin fee / account holder | $125 | $6,675-98.1% | $5,479-97.7% | $10,828-98.8% |