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 | $26,862 | $82,630-67.5% | $64,105-58.1% | $125,389-78.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.84% | 1489.72%-1490.6pp | 791.24%-792.1pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,789 | $2,671-33.0% | $1,820-1.7% | $4,866-63.2% |
| Participant deferral / active EE | $4,587 | $3,608+27.1% | $2,822+62.5% | $5,352-14.3% |
| Admin fee / account holder | $143 | $6,382-97.8% | $4,499-96.8% | $9,541-98.5% |