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 | $17,392 | $93,117-81.3% | $77,096-77.4% | $134,532-87.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.26% | 62.67%-79.9pp | 42.35%-59.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $5,376 | $3,420+57.2% | $2,814+91.0% | $4,741+13.4% |
| Participant deferral / active EE | $6,750 | $5,241+28.8% | $4,429+52.4% | $6,401+5.5% |
| Admin fee / account holder | $66 | $6,948-99.1% | $5,428-98.8% | $11,429-99.4% |