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 | $26,370 | $84,697-68.9% | $73,845-64.3% | $125,393-79.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.87% | 3123.66%-3126.5pp | 2267.91%-2270.8pp | 282.23%-285.1pp |
| Employer contribution / active EE | $6,580 | $3,123+110.7% | $2,788+136.1% | $4,866+35.2% |
| Participant deferral / active EE | $6,211 | $3,993+55.6% | $3,583+73.3% | $5,351+16.1% |
| Admin fee / account holder | $47 | $5,692-99.2% | $4,881-99.0% | $9,541-99.5% |