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 | $94,476 | $67,396+40.2% | $60,919+55.1% | $134,545-29.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.18% | 50.12%-63.3pp | 16.96%-30.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,264 | $4,534+60.2% | $3,814+90.4% | $6,401+13.5% |
| Admin fee / account holder | $20 | $4,590-99.6% | $3,228-99.4% | $11,431-99.8% |