Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,033 | $93,117-87.1% | $77,096-84.4% | $134,532-91.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.00% | 62.67%-82.7pp | 42.35%-62.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,439 | $3,420-28.7% | $2,814-13.3% | $4,741-48.6% |
| Participant deferral / active EE | $2,176 | $5,241-58.5% | $4,429-50.9% | $6,401-66.0% |
| Admin fee / account holder | $197 | $6,948-97.2% | $5,428-96.4% | $11,429-98.3% |