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 | $21,389 | $54,355-60.6% | $82,744-74.2% | $68,486-68.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.89% | -13.67%+0.8pp | 702.22%-715.1pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,707 | $2,219-23.1% | $3,008-43.3% | $2,597-34.3% |
| Participant deferral / active EE | $3,299 | $3,246+1.6% | $4,395-24.9% | $4,028-18.1% |
| Admin fee / account holder | $0 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |