Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,196 | $82,314-92.5% | $68,808-91.0% | $134,532-95.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.33% | -2.18%-17.2pp | -6.37%-13.0pp | 418.27%-437.6pp |
| Employer contribution / active EE | $721 | $3,301-78.2% | $2,656-72.9% | $4,741-84.8% |
| Participant deferral / active EE | $1,801 | $4,740-62.0% | $3,942-54.3% | $6,401-71.9% |
| Admin fee / account holder | $9 | $6,484-99.9% | $4,936-99.8% | $11,429-99.9% |