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 | $43,747 | $190,916-77.1% | $160,037-72.7% | $134,545-67.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.49% | 552.79%-570.3pp | 408.95%-426.4pp | 418.37%-435.9pp |
| Employer contribution / active EE | $6,215 | $4,996+24.4% | $4,226+47.1% | $4,742+31.1% |
| Participant deferral / active EE | $1,994 | $6,925-71.2% | $6,184-67.8% | $6,401-68.9% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |