Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,971 | $90,607-78.0% | $79,467-74.9% | $135,380-85.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.77% | 977.74%-983.5pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,118 | $3,068-63.6% | $2,800-60.1% | $4,779-76.6% |
| Participant deferral / active EE | $3,346 | $4,050-17.4% | $3,704-9.7% | $5,609-40.3% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |