Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,664 | $97,732-71.7% | $83,831-67.0% | $135,380-79.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.98% | 1287.56%-1292.5pp | 850.99%-856.0pp | 519.81%-524.8pp |
| Employer contribution / active EE | $2,598 | $4,222-38.5% | $3,631-28.4% | $4,779-45.6% |
| Participant deferral / active EE | $3,161 | $4,683-32.5% | $4,082-22.6% | $5,609-43.6% |
| Admin fee / account holder | $15 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |