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 | $26,451 | $138,078-80.8% | $125,363-78.9% | $134,509-80.3% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -19.66% | 750.49%-770.2pp | 572.15%-591.8pp | 418.13%-437.8pp |
| Employer contribution / active EE | $3,455 | $5,245-34.1% | $4,815-28.2% | $4,741-27.1% |
| Participant deferral / active EE | $4,444 | $7,800-43.0% | $7,447-40.3% | $6,400-30.6% |
| Admin fee / account holder | $35 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |