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 | $21,876 | $106,549-79.5% | $91,225-76.0% | $134,509-83.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.98% | 160.73%-171.7pp | 114.10%-125.1pp | 418.13%-429.1pp |
| Employer contribution / active EE | $7,729 | $3,331+132.0% | $2,851+171.1% | $4,741+63.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $165 | $6,234-97.4% | $5,422-97.0% | $11,427-98.6% |