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 | $46,767 | $142,361-67.1% | $119,608-60.9% | $134,509-65.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.57% | -12.46%-0.1pp | -14.98%+2.4pp | 418.13%-430.7pp |
| Employer contribution / active EE | $1,258 | $5,224-75.9% | $4,232-70.3% | $4,741-73.5% |
| Participant deferral / active EE | $9,102 | $6,468+40.7% | $5,601+62.5% | $6,400+42.2% |
| Admin fee / account holder | $32 | $13,588-99.8% | $10,326-99.7% | $11,427-99.7% |