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 | $39,856 | $95,975-58.5% | $74,552-46.5% | $135,382-70.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.10% | 56.96%-60.1pp | 32.53%-35.6pp | 519.77%-522.9pp |
| Employer contribution / active EE | $1,697 | $2,716-37.5% | $1,961-13.5% | $4,779-64.5% |
| Participant deferral / active EE | $17,333 | $3,844+351.0% | $3,108+457.7% | $5,609+209.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |