Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,752 | $90,320-88.1% | $59,496-81.9% | $125,388-91.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -3.94% | 369.13%-373.1pp | 182.05%-186.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $288 | $1,792-83.9% | $1,153-75.0% | $4,866-94.1% |
| Participant deferral / active EE | $4,800 | $2,716+76.7% | $1,829+162.4% | $5,352-10.3% |
| Admin fee / account holder | $49 | $3,063-98.4% | $2,232-97.8% | $9,541-99.5% |