Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,806 | $95,915-68.9% | $79,580-62.5% | $134,532-77.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.50% | -2.71%-13.8pp | 0.15%-16.7pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,074 | $3,129-33.7% | $2,413-14.1% | $4,741-56.3% |
| Participant deferral / active EE | $8,200 | $4,693+74.7% | $3,985+105.8% | $6,401+28.1% |
| Admin fee / account holder | $189 | $9,132-97.9% | $6,835-97.2% | $11,429-98.3% |