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 | $37,290 | $82,678-54.9% | $125,391-70.3% | $68,490-45.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.32% | -5.97%-11.4pp | 572.41%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $15,684 | $3,382+363.7% | $4,816+225.7% | $2,597+504.0% |
| Participant deferral / active EE | $7,249 | $6,111+18.6% | $7,448-2.7% | $4,028+80.0% |
| Admin fee / account holder | $126 | $6,277-98.0% | $10,009-98.7% | $5,403-97.7% |