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 | $21,366 | $106,549-79.9% | $91,225-76.6% | $134,509-84.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.93% | 160.73%-178.7pp | 114.10%-132.0pp | 418.13%-436.1pp |
| Employer contribution / active EE | $1,776 | $3,331-46.7% | $2,851-37.7% | $4,741-62.5% |
| Participant deferral / active EE | $1,524 | $4,719-67.7% | $4,234-64.0% | $6,400-76.2% |
| Admin fee / account holder | $17 | $6,234-99.7% | $5,422-99.7% | $11,427-99.9% |