Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,618 | $138,076-80.0% | $123,553-77.6% | $135,380-79.6% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -8.88% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $2,053 | $5,152-60.1% | $4,628-55.6% | $4,779-57.0% |
| Participant deferral / active EE | $6,803 | $6,800+0.1% | $6,426+5.9% | $5,609+21.3% |
| Admin fee / account holder | $19 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |