Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,215 | $133,998-87.2% | $112,263-84.7% | $134,545-87.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.59% | 47.17%-61.8pp | 27.49%-42.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $7,737 | $4,040+91.5% | $3,636+112.8% | $4,742+63.2% |
| Participant deferral / active EE | $3,996 | $5,292-24.5% | $4,729-15.5% | $6,401-37.6% |
| Admin fee / account holder | $26 | $7,493-99.7% | $6,410-99.6% | $11,431-99.8% |