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 | $38,685 | $138,076-72.0% | $123,553-68.7% | $135,380-71.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.09% | 153.70%-154.8pp | 119.21%-120.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $2,000 | $5,152-61.2% | $4,628-56.8% | $4,779-58.1% |
| Participant deferral / active EE | $6,000 | $6,800-11.8% | $6,426-6.6% | $5,609+7.0% |
| Admin fee / account holder | $21 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |