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 | $34,678 | $84,628-59.0% | $61,501-43.6% | $134,545-74.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.64% | 585.61%-605.2pp | 339.04%-358.7pp | 418.37%-438.0pp |
| Employer contribution / active EE | $3,616 | $1,545+134.1% | $1,160+211.8% | $4,742-23.7% |
| Participant deferral / active EE | $16,379 | $2,819+481.1% | $2,125+670.9% | $6,401+155.9% |
| Admin fee / account holder | $39 | $2,587-98.5% | $2,132-98.2% | $11,431-99.7% |