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 | $49,883 | $138,076-63.9% | $123,553-59.6% | $135,380-63.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.40% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $10,800 | $5,152+109.6% | $4,628+133.4% | $4,779+126.0% |
| Participant deferral / active EE | $19,799 | $6,800+191.2% | $6,426+208.1% | $5,609+253.0% |
| Admin fee / account holder | $212 | $10,917-98.1% | $9,284-97.7% | $10,828-98.0% |