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 | $15,269 | $138,078-88.9% | $125,363-87.8% | $134,509-88.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.82% | 750.49%-769.3pp | 572.15%-591.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $996 | $5,245-81.0% | $4,815-79.3% | $4,741-79.0% |
| Participant deferral / active EE | $5,778 | $7,800-25.9% | $7,447-22.4% | $6,400-9.7% |
| Admin fee / account holder | $140 | $11,566-98.8% | $10,005-98.6% | $11,427-98.8% |