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 | $20,448 | $97,729-79.1% | $83,830-75.6% | $135,379-84.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.46% | 1287.52%-1297.0pp | 850.97%-860.4pp | 519.79%-529.2pp |
| Employer contribution / active EE | $2,183 | $4,222-48.3% | $3,631-39.9% | $4,779-54.3% |
| Participant deferral / active EE | $3,322 | $4,683-29.1% | $4,082-18.6% | $5,609-40.8% |
| Admin fee / account holder | $34 | $6,674-99.5% | $5,479-99.4% | $10,828-99.7% |