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 | $17,223 | $90,606-81.0% | $79,466-78.3% | $135,379-87.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.60% | 977.69%-987.3pp | 718.28%-727.9pp | 519.79%-529.4pp |
| Employer contribution / active EE | $1,745 | $3,068-43.1% | $2,800-37.7% | $4,779-63.5% |
| Participant deferral / active EE | $6,555 | $4,050+61.8% | $3,704+77.0% | $5,609+16.9% |
| Admin fee / account holder | $12 | $5,895-99.8% | $5,104-99.8% | $10,828-99.9% |