Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,276 | $129,959-69.8% | $104,301-62.3% | $134,532-70.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.99% | 42.04%-54.0pp | 24.61%-36.6pp | 418.27%-430.3pp |
| Employer contribution / active EE | $2,011 | $4,185-52.0% | $3,373-40.4% | $4,741-57.6% |
| Participant deferral / active EE | $13,880 | $5,589+148.3% | $4,626+200.1% | $6,401+116.8% |
| Admin fee / account holder | $17 | $9,325-99.8% | $7,340-99.8% | $11,429-99.8% |