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 | $17,269 | $92,743-81.4% | $82,744-79.1% | $134,532-87.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -1.80% | 946.63%-948.4pp | 702.22%-704.0pp | 418.27%-420.1pp |
| Employer contribution / active EE | $6,717 | $3,273+105.2% | $3,008+123.3% | $4,741+41.7% |
| Participant deferral / active EE | $7,591 | $4,802+58.1% | $4,395+72.7% | $6,401+18.6% |
| Admin fee / account holder | $92 | $5,977-98.5% | $5,325-98.3% | $11,429-99.2% |