Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,951 | $138,078-62.4% | $125,363-58.6% | $134,509-61.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.81% | 750.49%-769.3pp | 572.15%-591.0pp | 418.13%-436.9pp |
| Employer contribution / active EE | $2,240 | $5,245-57.3% | $4,815-53.5% | $4,741-52.8% |
| Participant deferral / active EE | $14,650 | $7,800+87.8% | $7,447+96.7% | $6,400+128.9% |
| Admin fee / account holder | $70 | $11,566-99.4% | $10,005-99.3% | $11,427-99.4% |