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 | $65,811 | $138,075-52.3% | $123,552-46.7% | $135,379-51.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.27% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $4,898 | $5,152-4.9% | $4,628+5.8% | $4,779+2.5% |
| Participant deferral / active EE | $4,776 | $6,800-29.8% | $6,426-25.7% | $5,609-14.9% |
| Admin fee / account holder | $53 | $10,917-99.5% | $9,285-99.4% | $10,828-99.5% |