Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,706 | $92,684-91.7% | $82,706-90.7% | $134,509-94.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.74% | 945.84%-958.6pp | 701.76%-714.5pp | 418.13%-430.9pp |
| Employer contribution / active EE | $1,315 | $3,272-59.8% | $3,007-56.3% | $4,741-72.3% |
| Participant deferral / active EE | $2,724 | $4,800-43.3% | $4,394-38.0% | $6,400-57.4% |
| Admin fee / account holder | $32 | $5,982-99.5% | $5,329-99.4% | $11,427-99.7% |