Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,934 | $93,117-3.4% | $77,096+16.7% | $134,532-33.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.25% | 62.67%-76.9pp | 42.35%-56.6pp | 418.27%-432.5pp |
| Employer contribution / active EE | $17,786 | $3,420+420.0% | $2,814+532.0% | $4,741+275.1% |
| Participant deferral / active EE | $18,000 | $5,241+243.4% | $4,429+306.4% | $6,401+181.2% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |