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 | $15,944 | $104,116-84.7% | $71,089-77.6% | $135,380-88.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -3.08% | 1256.51%-1259.6pp | 650.65%-653.7pp | 519.81%-522.9pp |
| Employer contribution / active EE | $3,886 | $1,485+161.7% | $1,088+257.2% | $4,779-18.7% |
| Participant deferral / active EE | $706 | $2,524-72.0% | $1,873-62.3% | $5,609-87.4% |
| Admin fee / account holder | $132 | $4,142-96.8% | $3,082-95.7% | $10,828-98.8% |