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 | $48,300 | $138,078-65.0% | $125,363-61.5% | $134,509-64.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.76% | 750.49%-768.2pp | 572.15%-589.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $3,455 | $5,245-34.1% | $4,815-28.2% | $4,741-27.1% |
| Participant deferral / active EE | $9,217 | $7,800+18.2% | $7,447+23.8% | $6,400+44.0% |
| Admin fee / account holder | $46 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |