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 | $66,274 | $88,603-25.2% | $69,890-5.2% | $134,545-50.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.24% | 442.93%-461.2pp | 190.84%-209.1pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,370 | $3,236-26.8% | $2,560-7.4% | $4,742-50.0% |
| Participant deferral / active EE | $7,835 | $4,771+64.2% | $3,848+103.6% | $6,401+22.4% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |