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 | $48,325 | $138,075-65.0% | $123,552-60.9% | $135,379-64.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.61% | 153.70%-157.3pp | 119.20%-122.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $13,047 | $5,152+153.3% | $4,628+181.9% | $4,779+173.0% |
| Participant deferral / active EE | $5,200 | $6,800-23.5% | $6,426-19.1% | $5,609-7.3% |
| Admin fee / account holder | $99 | $10,917-99.1% | $9,285-98.9% | $10,828-99.1% |