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 | $73,477 | $84,551-13.1% | $61,452+19.6% | $134,532-45.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.52% | 585.39%-600.9pp | 338.96%-354.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $17,642 | $1,545+1042.0% | $1,160+1421.4% | $4,741+272.1% |
| Participant deferral / active EE | $2,739 | $2,818-2.8% | $2,125+28.9% | $6,401-57.2% |
| Admin fee / account holder | $221 | $2,587-91.5% | $2,131-89.7% | $11,429-98.1% |