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 | $124,372 | $67,352+84.7% | $60,899+104.2% | $134,509-7.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.73% | 49.99%-64.7pp | 16.92%-31.7pp | 418.13%-432.9pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,841 | $4,539+50.7% | $3,817+79.2% | $6,400+6.9% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |