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 | $11,743 | $90,606-87.0% | $79,466-85.2% | $135,379-91.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.09% | 977.69%-983.8pp | 718.28%-724.4pp | 519.79%-525.9pp |
| Employer contribution / active EE | $2,085 | $3,068-32.0% | $2,800-25.6% | $4,779-56.4% |
| Participant deferral / active EE | $777 | $4,050-80.8% | $3,704-79.0% | $5,609-86.1% |
| Admin fee / account holder | $33 | $5,895-99.4% | $5,104-99.4% | $10,828-99.7% |