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 | $26,574 | $138,102-80.8% | $125,381-78.8% | $134,532-80.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.33% | 750.73%-769.1pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,968 | $5,245-43.4% | $4,815-38.4% | $4,741-37.4% |
| Participant deferral / active EE | $8,469 | $7,801+8.6% | $7,448+13.7% | $6,401+32.3% |
| Admin fee / account holder | $118 | $11,568-99.0% | $10,007-98.8% | $11,429-99.0% |