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 | $46,095 | $84,628-45.5% | $61,501-25.1% | $134,545-65.7% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -14.39% | 585.61%-600.0pp | 339.04%-353.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $2,884 | $1,545+86.7% | $1,160+148.7% | $4,742-39.2% |
| Participant deferral / active EE | $1,680 | $2,819-40.4% | $2,125-20.9% | $6,401-73.8% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |