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 | $20,584 | $92,743-77.8% | $82,744-75.1% | $134,532-84.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.33% | 946.63%-963.0pp | 702.22%-718.5pp | 418.27%-434.6pp |
| Employer contribution / active EE | $1,127 | $3,273-65.6% | $3,008-62.5% | $4,741-76.2% |
| Participant deferral / active EE | $1,754 | $4,802-63.5% | $4,395-60.1% | $6,401-72.6% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |