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 | $15,900 | $133,981-88.1% | $112,249-85.8% | $134,532-88.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.64% | 47.16%-59.8pp | 27.48%-40.1pp | 418.27%-430.9pp |
| Employer contribution / active EE | $12,865 | $4,040+218.4% | $3,636+253.8% | $4,741+171.3% |
| Participant deferral / active EE | $3,309 | $5,292-37.5% | $4,729-30.0% | $6,401-48.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |