Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,852 | $138,102-83.5% | $125,381-81.8% | $134,532-83.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.72% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $7,007 | $5,245+33.6% | $4,815+45.5% | $4,741+47.8% |
| Participant deferral / active EE | $3,235 | $7,801-58.5% | $7,448-56.6% | $6,401-49.5% |
| Admin fee / account holder | $276 | $11,568-97.6% | $10,007-97.2% | $11,429-97.6% |