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 | $26,235 | $152,597-82.8% | $117,533-77.7% | $134,532-80.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.35% | 53.04%-72.4pp | 29.77%-49.1pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,919 | $5,576-65.6% | $4,179-54.1% | $4,741-59.5% |
| Participant deferral / active EE | $7,872 | $4,821+63.3% | $4,072+93.3% | $6,401+23.0% |
| Admin fee / account holder | $18 | $7,007-99.7% | $5,647-99.7% | $11,429-99.8% |