Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,330 | $99,668-82.6% | $86,451-80.0% | $134,545-87.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.86% | 6789.61%-6810.5pp | 4398.51%-4419.4pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,325 | $4,403-69.9% | $3,770-64.9% | $4,742-72.1% |
| Participant deferral / active EE | $3,404 | $7,249-53.0% | $6,953-51.0% | $6,401-46.8% |
| Admin fee / account holder | $171 | $8,377-98.0% | $6,734-97.5% | $11,431-98.5% |