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 | $15,413 | $138,102-88.8% | $125,381-87.7% | $134,532-88.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.39% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,941 | $5,245-43.9% | $4,815-38.9% | $4,741-38.0% |
| Participant deferral / active EE | $3,766 | $7,801-51.7% | $7,448-49.4% | $6,401-41.2% |
| Admin fee / account holder | $28 | $11,568-99.8% | $10,007-99.7% | $11,429-99.8% |