Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,190 | $104,116-86.4% | $71,089-80.0% | $135,380-89.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -7.39% | 1256.51%-1263.9pp | 650.65%-658.0pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,714 | $1,485+15.4% | $1,088+57.6% | $4,779-64.1% |
| Participant deferral / active EE | $5,629 | $2,524+123.0% | $1,873+200.6% | $5,609+0.3% |
| Admin fee / account holder | $220 | $4,142-94.7% | $3,082-92.9% | $10,828-98.0% |