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 | $30,114 | $56,628-46.8% | - | $135,380-77.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | - | 82.6%+17.4pp |
| Annual return | -7.50% | 2630.24%-2637.7pp | - | 519.81%-527.3pp |
| Employer contribution / active EE | $3,095 | $2,747+12.7% | - | $4,779-35.2% |
| Participant deferral / active EE | $5,339 | $3,718+43.6% | - | $5,609-4.8% |
| Admin fee / account holder | $15 | $1,588-99.1% | - | $10,828-99.9% |