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 | $56,886 | $48,274+17.8% | $63,244-10.1% | $59,633-4.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -1.20% | -240.79%+239.6pp | -70.31%+69.1pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $444 | $1,586-72.0% | $2,322-80.9% | $2,203-79.9% |
| Participant deferral / active EE | $2,210 | $2,343-5.7% | $2,953-25.2% | $3,192-30.8% |
| Admin fee / account holder | $96 | $3,600-97.3% | $5,893-98.4% | $4,297-97.8% |