Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,531 | $138,102-71.4% | $125,381-68.5% | $134,532-70.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.10% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,356 | $5,245-74.1% | $4,815-71.8% | $4,741-71.4% |
| Participant deferral / active EE | $4,677 | $7,801-40.0% | $7,448-37.2% | $6,401-26.9% |
| Admin fee / account holder | $18 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |