Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,482 | $92,766-88.7% | $82,763-87.3% | $134,545-92.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.97% | 946.97%-965.9pp | 702.45%-721.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,321 | $3,273-59.7% | $3,008-56.1% | $4,742-72.2% |
| Participant deferral / active EE | $2,967 | $4,802-38.2% | $4,395-32.5% | $6,401-53.6% |
| Admin fee / account holder | $46 | $5,978-99.2% | $5,325-99.1% | $11,431-99.6% |