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 | $41,271 | $92,766-55.5% | $82,763-50.1% | $134,545-69.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.25% | 946.97%-962.2pp | 702.45%-717.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,317 | $4,802+52.4% | $4,395+66.5% | $6,401+14.3% |
| Admin fee / account holder | $98 | $5,978-98.4% | $5,325-98.2% | $11,431-99.1% |