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 | $14,903 | $48,274-69.1% | $63,244-76.4% | $59,633-75.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -1.84% | -240.79%+239.0pp | -70.31%+68.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,389 | $1,586-12.4% | $2,322-40.2% | $2,203-36.9% |
| Participant deferral / active EE | $2,364 | $2,343+0.9% | $2,953-20.0% | $3,192-25.9% |
| Admin fee / account holder | $172 | $3,600-95.2% | $5,893-97.1% | $4,297-96.0% |