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 | $52,311 | $106,548-50.9% | $91,219-42.7% | $134,493-61.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.49% | 160.69%-177.2pp | 114.06%-130.6pp | 418.01%-434.5pp |
| Employer contribution / active EE | $3,632 | $3,331+9.0% | $2,851+27.4% | $4,740-23.4% |
| Participant deferral / active EE | $8,126 | $4,719+72.2% | $4,234+91.9% | $6,400+27.0% |
| Admin fee / account holder | $139 | $6,233-97.8% | $5,421-97.4% | $11,425-98.8% |