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 | $39,310 | $95,975-59.0% | $74,552-47.3% | $135,377-71.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.90% | 56.96%-64.9pp | 32.53%-40.4pp | 519.75%-527.7pp |
| Employer contribution / active EE | $16,518 | $2,716+508.2% | $1,961+742.4% | $4,779+245.7% |
| Participant deferral / active EE | $10,525 | $3,843+173.9% | $3,108+238.6% | $5,609+87.7% |
| Admin fee / account holder | $124 | $6,522-98.1% | $5,060-97.6% | $10,828-98.9% |