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 | $44,290 | $138,072-67.9% | $123,549-64.2% | $135,382-67.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.23% | 153.69%-157.9pp | 119.20%-123.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $2,105 | $5,152-59.1% | $4,628-54.5% | $4,779-56.0% |
| Participant deferral / active EE | $3,200 | $6,799-52.9% | $6,426-50.2% | $5,609-42.9% |
| Admin fee / account holder | $11 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |