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 | $37,411 | $104,116-64.1% | $71,089-47.4% | $135,380-72.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -7.13% | 1256.51%-1263.6pp | 650.65%-657.8pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,925 | $1,485+164.3% | $1,088+260.8% | $4,779-17.9% |
| Participant deferral / active EE | $10,750 | $2,524+326.0% | $1,873+474.1% | $5,609+91.7% |
| Admin fee / account holder | $195 | $4,142-95.3% | $3,082-93.7% | $10,828-98.2% |