Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,697 | $152,597-40.6% | $117,533-22.8% | $134,532-32.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.39% | 53.04%-63.4pp | 29.77%-40.2pp | 418.27%-428.7pp |
| Employer contribution / active EE | $4,970 | $5,576-10.9% | $4,179+18.9% | $4,741+4.8% |
| Participant deferral / active EE | $10,250 | $4,821+112.6% | $4,072+151.7% | $6,401+60.1% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |