Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,337 | $90,607-88.6% | $79,467-87.0% | $135,380-92.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.51% | 977.74%-986.2pp | 718.30%-726.8pp | 519.81%-528.3pp |
| Employer contribution / active EE | $746 | $3,068-75.7% | $2,800-73.4% | $4,779-84.4% |
| Participant deferral / active EE | $1,705 | $4,050-57.9% | $3,704-54.0% | $5,609-69.6% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |