Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,475 | $133,981-56.4% | $112,249-47.9% | $134,532-56.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.98% | 47.16%-59.1pp | 27.48%-39.5pp | 418.27%-430.2pp |
| Employer contribution / active EE | $2,873 | $4,040-28.9% | $3,636-21.0% | $4,741-39.4% |
| Participant deferral / active EE | $15,667 | $5,292+196.0% | $4,729+231.3% | $6,401+144.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |