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 | $15,675 | $84,464-81.4% | $61,399-74.5% | $134,509-88.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -11.38% | 585.06%-596.4pp | 338.81%-350.2pp | 418.13%-429.5pp |
| Employer contribution / active EE | $868 | $1,545-43.8% | $1,159-25.2% | $4,741-81.7% |
| Participant deferral / active EE | $5,639 | $2,818+100.1% | $2,124+165.5% | $6,400-11.9% |
| Admin fee / account holder | $234 | $2,587-91.0% | $2,131-89.0% | $11,427-98.0% |