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 | $17,378 | $84,628-79.5% | $61,501-71.7% | $134,545-87.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -10.31% | 585.61%-595.9pp | 339.04%-349.4pp | 418.37%-428.7pp |
| Employer contribution / active EE | $8,392 | $1,545+443.2% | $1,160+623.6% | $4,742+77.0% |
| Participant deferral / active EE | $2,364 | $2,819-16.1% | $2,125+11.2% | $6,401-63.1% |
| Admin fee / account holder | $162 | $2,587-93.7% | $2,132-92.4% | $11,431-98.6% |