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 | $26,148 | $99,647-73.8% | $86,439-69.7% | $134,493-80.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 80.3%-2.6pp | 81.2%-3.4pp |
| Annual return | -20.03% | 6784.13%-6804.2pp | 4395.55%-4415.6pp | 418.01%-438.0pp |
| Employer contribution / active EE | $2,702 | $4,401-38.6% | $3,769-28.3% | $4,740-43.0% |
| Participant deferral / active EE | $5,046 | $7,246-30.4% | $6,952-27.4% | $6,400-21.2% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,425-100.0% |