Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,982 | $93,117-67.8% | $77,096-61.1% | $134,532-77.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.11% | 62.67%-77.8pp | 42.35%-57.5pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,979 | $3,420-42.1% | $2,814-29.7% | $4,741-58.3% |
| Participant deferral / active EE | $5,764 | $5,241+10.0% | $4,429+30.1% | $6,401-10.0% |
| Admin fee / account holder | $299 | $6,948-95.7% | $5,428-94.5% | $11,429-97.4% |