Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,719 | $67,352-85.6% | $60,899-84.0% | $134,509-92.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.29% | 49.99%-69.3pp | 16.92%-36.2pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,499 | $3,098-51.6% | $2,702-44.5% | $4,741-68.4% |
| Participant deferral / active EE | $7,057 | $4,539+55.5% | $3,817+84.9% | $6,400+10.3% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |