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 | $22,471 | $138,075-83.7% | $123,552-81.8% | $135,379-83.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.62% | 153.70%-160.3pp | 119.20%-125.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $2,396 | $5,152-53.5% | $4,628-48.2% | $4,779-49.9% |
| Participant deferral / active EE | $4,509 | $6,800-33.7% | $6,426-29.8% | $5,609-19.6% |
| Admin fee / account holder | $28 | $10,917-99.7% | $9,285-99.7% | $10,828-99.7% |