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 | $27,064 | $93,117-70.9% | $77,096-64.9% | $134,532-79.9% |
| Participation rate | 94.7% | 74.5%+20.2pp | 67.9%+26.8pp | 81.2%+13.5pp |
| Annual return | -17.28% | 62.67%-79.9pp | 42.35%-59.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,097 | $3,420-38.7% | $2,814-25.5% | $4,741-55.8% |
| Participant deferral / active EE | $6,263 | $5,241+19.5% | $4,429+41.4% | $6,401-2.2% |
| Admin fee / account holder | $271 | $6,948-96.1% | $5,428-95.0% | $11,429-97.6% |