Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,976 | $84,685-67.0% | $73,836-62.1% | $125,389-77.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.49% | 3123.80%-3126.3pp | 2268.06%-2270.5pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,058 | $3,123-66.1% | $2,787-62.0% | $4,866-78.3% |
| Participant deferral / active EE | $1,894 | $3,993-52.6% | $3,583-47.1% | $5,352-64.6% |
| Admin fee / account holder | $128 | $5,694-97.7% | $4,882-97.4% | $9,541-98.7% |