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 | $15,218 | $138,102-89.0% | $125,381-87.9% | $134,532-88.7% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -16.12% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,736 | $7,801-64.9% | $7,448-63.3% | $6,401-57.3% |
| Admin fee / account holder | $224 | $11,568-98.1% | $10,007-97.8% | $11,429-98.0% |