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 | $51,584 | $97,732-47.2% | $83,831-38.5% | $135,380-61.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.32% | 1287.56%-1295.9pp | 850.99%-859.3pp | 519.81%-528.1pp |
| Employer contribution / active EE | $9,445 | $4,222+123.7% | $3,631+160.1% | $4,779+97.6% |
| Participant deferral / active EE | $11,786 | $4,683+151.7% | $4,082+188.7% | $5,609+110.1% |
| Admin fee / account holder | $205 | $6,675-96.9% | $5,479-96.3% | $10,828-98.1% |