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 | $24,253 | $93,124-74.0% | $77,100-68.5% | $134,545-82.0% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.7pp | 81.2%+5.4pp |
| Annual return | -20.36% | 62.68%-83.0pp | 42.35%-62.7pp | 418.37%-438.7pp |
| Employer contribution / active EE | $2,852 | $3,421-16.6% | $2,815+1.3% | $4,742-39.9% |
| Participant deferral / active EE | $7,159 | $5,242+36.6% | $4,430+61.6% | $6,401+11.8% |
| Admin fee / account holder | $14 | $6,970-99.8% | $5,443-99.7% | $11,431-99.9% |