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 | $93,750 | $138,114-32.1% | $125,391-25.2% | $134,545-30.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.16% | 750.88%-765.0pp | 572.41%-586.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $1,559 | $5,246-70.3% | $4,816-67.6% | $4,742-67.1% |
| Participant deferral / active EE | $9,223 | $7,801+18.2% | $7,448+23.8% | $6,401+44.1% |
| Admin fee / account holder | $214 | $11,570-98.2% | $10,009-97.9% | $11,431-98.1% |