Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,285 | $84,464-81.9% | $61,399-75.1% | $134,509-88.6% |
| Participation rate | 82.4% | 62.2%+20.2pp | 52.6%+29.8pp | 81.2%+1.1pp |
| Annual return | -20.68% | 585.06%-605.7pp | 338.81%-359.5pp | 418.13%-438.8pp |
| Employer contribution / active EE | $1,267 | $1,545-17.9% | $1,159+9.3% | $4,741-73.3% |
| Participant deferral / active EE | $3,484 | $2,818+23.6% | $2,124+64.0% | $6,400-45.6% |
| Admin fee / account holder | $77 | $2,587-97.0% | $2,131-96.4% | $11,427-99.3% |