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 | $28,109 | $138,102-79.6% | $125,381-77.6% | $134,532-79.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.94% | 750.73%-765.7pp | 572.31%-587.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $3,238 | $5,245-38.3% | $4,815-32.7% | $4,741-31.7% |
| Participant deferral / active EE | $7,826 | $7,801+0.3% | $7,448+5.1% | $6,401+22.3% |
| Admin fee / account holder | $59 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |