Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,933 | $138,114-79.8% | $125,391-77.7% | $134,545-79.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.19% | 750.88%-764.1pp | 572.41%-585.6pp | 418.37%-431.6pp |
| Employer contribution / active EE | $8,949 | $5,246+70.6% | $4,816+85.8% | $4,742+88.7% |
| Participant deferral / active EE | $5,857 | $7,801-24.9% | $7,448-21.4% | $6,401-8.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |