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 | $21,452 | $92,766-76.9% | $82,763-74.1% | $134,545-84.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.29% | 946.97%-960.3pp | 702.45%-715.7pp | 418.37%-431.7pp |
| Employer contribution / active EE | $2,037 | $3,273-37.8% | $3,008-32.3% | $4,742-57.0% |
| Participant deferral / active EE | $7,360 | $4,802+53.3% | $4,395+67.5% | $6,401+15.0% |
| Admin fee / account holder | $155 | $5,978-97.4% | $5,325-97.1% | $11,431-98.6% |