Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,066 | $152,591-93.4% | $117,529-91.4% | $134,545-92.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.90% | 53.04%-71.9pp | 29.77%-48.7pp | 418.37%-437.3pp |
| Employer contribution / active EE | $4,565 | $5,576-18.1% | $4,179+9.2% | $4,742-3.7% |
| Participant deferral / active EE | $1,211 | $4,821-74.9% | $4,072-70.3% | $6,401-81.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |