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 | $85,367 | $56,682+50.6% | - | $135,379-36.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -8.93% | 2615.76%-2624.7pp | - | 519.79%-528.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $1,750 | $3,704-52.8% | - | $5,609-68.8% |
| Admin fee / account holder | -$1,101 | $1,580-169.6% | - | $10,828-110.2% |