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 | $27,999 | $92,684-69.8% | $82,706-66.1% | $134,509-79.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.22% | 945.84%-964.1pp | 701.76%-720.0pp | 418.13%-436.4pp |
| Employer contribution / active EE | $2,393 | $3,272-26.8% | $3,007-20.4% | $4,741-49.5% |
| Participant deferral / active EE | $3,664 | $4,800-23.7% | $4,394-16.6% | $6,400-42.8% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |