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 | $54,430 | $90,607-39.9% | $79,467-31.5% | $135,380-59.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.84% | 977.74%-984.6pp | 718.30%-725.1pp | 519.81%-526.6pp |
| Employer contribution / active EE | $10,429 | $3,068+240.0% | $2,800+272.4% | $4,779+118.2% |
| Participant deferral / active EE | $2,325 | $4,050-42.6% | $3,704-37.2% | $5,609-58.6% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |