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 | $87,902 | $138,114-36.4% | $125,391-29.9% | $134,545-34.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.43% | 750.88%-767.3pp | 572.41%-588.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $6,739 | $5,246+28.5% | $4,816+39.9% | $4,742+42.1% |
| Participant deferral / active EE | $4,578 | $7,801-41.3% | $7,448-38.5% | $6,401-28.5% |
| Admin fee / account holder | $37 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |