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 | $38,675 | $90,617-57.3% | $79,476-51.3% | $135,382-71.4% |
| Participation rate | 92.9% | 76.1%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -8.04% | 977.57%-985.6pp | 718.21%-726.3pp | 519.77%-527.8pp |
| Employer contribution / active EE | $482 | $3,068-84.3% | $2,800-82.8% | $4,779-89.9% |
| Participant deferral / active EE | $1,390 | $4,050-65.7% | $3,704-62.5% | $5,609-75.2% |
| Admin fee / account holder | $138 | $5,907-97.7% | $5,113-97.3% | $10,829-98.7% |