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 | $21,501 | $92,743-76.8% | $82,744-74.0% | $134,532-84.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.35% | 946.63%-967.0pp | 702.22%-722.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $2,106 | $3,273-35.6% | $3,008-30.0% | $4,741-55.6% |
| Participant deferral / active EE | $16,524 | $4,802+244.1% | $4,395+276.0% | $6,401+158.1% |
| Admin fee / account holder | $35 | $5,977-99.4% | $5,325-99.4% | $11,429-99.7% |