Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,397 | $84,464-81.8% | $61,399-74.9% | $134,509-88.6% |
| Participation rate | 78.6% | 62.2%+16.4pp | 52.6%+26.0pp | 81.2%-2.7pp |
| Annual return | -19.32% | 585.06%-604.4pp | 338.81%-358.1pp | 418.13%-437.5pp |
| Employer contribution / active EE | $826 | $1,545-46.5% | $1,159-28.7% | $4,741-82.6% |
| Participant deferral / active EE | $3,706 | $2,818+31.5% | $2,124+74.4% | $6,400-42.1% |
| Admin fee / account holder | $111 | $2,587-95.7% | $2,131-94.8% | $11,427-99.0% |