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 | $14,754 | $90,607-83.7% | $79,467-81.4% | $135,380-89.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.90% | 977.74%-983.6pp | 718.30%-724.2pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,028 | $3,068-66.5% | $2,800-63.3% | $4,779-78.5% |
| Participant deferral / active EE | $1,519 | $4,050-62.5% | $3,704-59.0% | $5,609-72.9% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |