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 | $74,891 | $97,732-23.4% | $83,831-10.7% | $135,380-44.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.71% | 1287.56%-1291.3pp | 850.99%-854.7pp | 519.81%-523.5pp |
| Employer contribution / active EE | $6,585 | $4,222+56.0% | $3,631+81.4% | $4,779+37.8% |
| Participant deferral / active EE | $3,694 | $4,683-21.1% | $4,082-9.5% | $5,609-34.1% |
| Admin fee / account holder | $200 | $6,675-97.0% | $5,479-96.4% | $10,828-98.2% |