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 | $63,123 | $99,644-36.7% | $86,438-27.0% | $134,532-53.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.53% | 6787.26%-6806.8pp | 4397.19%-4416.7pp | 418.27%-437.8pp |
| Employer contribution / active EE | $8,594 | $4,402+95.2% | $3,769+128.0% | $4,741+81.3% |
| Participant deferral / active EE | $12,807 | $7,247+76.7% | $6,952+84.2% | $6,401+100.1% |
| Admin fee / account holder | $107 | $8,375-98.7% | $6,733-98.4% | $11,429-99.1% |