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 | $22,917 | $190,916-88.0% | $160,037-85.7% | $134,545-83.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.57% | 552.79%-559.4pp | 408.95%-415.5pp | 418.37%-424.9pp |
| Employer contribution / active EE | $1,373 | $4,996-72.5% | $4,226-67.5% | $4,742-71.0% |
| Participant deferral / active EE | $4,176 | $6,925-39.7% | $6,184-32.5% | $6,401-34.8% |
| Admin fee / account holder | $52 | $10,497-99.5% | $8,716-99.4% | $11,431-99.5% |