Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,209 | $133,981-53.6% | $112,249-44.6% | $134,532-53.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.02% | 47.16%-49.2pp | 27.48%-29.5pp | 418.27%-420.3pp |
| Employer contribution / active EE | $22,131 | $4,040+447.8% | $3,636+508.7% | $4,741+366.8% |
| Participant deferral / active EE | $13,667 | $5,292+158.3% | $4,729+189.0% | $6,401+113.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |