Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,063 | $133,981-23.8% | $112,249-9.1% | $134,532-24.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.14% | 47.16%-62.3pp | 27.48%-42.6pp | 418.27%-433.4pp |
| Employer contribution / active EE | $22,625 | $4,040+460.1% | $3,636+522.2% | $4,741+377.2% |
| Participant deferral / active EE | $11,750 | $5,292+122.0% | $4,729+148.5% | $6,401+83.6% |
| Admin fee / account holder | $234 | $7,492-96.9% | $6,412-96.4% | $11,429-98.0% |