Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,109 | $84,464-80.9% | $61,399-73.8% | $134,509-88.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.98% | 585.06%-604.0pp | 338.81%-357.8pp | 418.13%-437.1pp |
| Employer contribution / active EE | $4,489 | $1,545+190.7% | $1,159+287.2% | $4,741-5.3% |
| Participant deferral / active EE | $3,896 | $2,818+38.3% | $2,124+83.4% | $6,400-39.1% |
| Admin fee / account holder | $167 | $2,587-93.6% | $2,131-92.2% | $11,427-98.5% |