Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,511 | $92,766-67.1% | $82,763-63.1% | $134,545-77.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.61% | 946.97%-967.6pp | 702.45%-723.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $3,436 | $3,273+5.0% | $3,008+14.2% | $4,742-27.5% |
| Participant deferral / active EE | $1,766 | $4,802-63.2% | $4,395-59.8% | $6,401-72.4% |
| Admin fee / account holder | $15 | $5,978-99.7% | $5,325-99.7% | $11,431-99.9% |