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 | $19,664 | $142,392-86.2% | $119,622-83.6% | $134,532-85.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.44% | -12.46%-6.0pp | -14.98%-3.5pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,938 | $5,224-62.9% | $4,232-54.2% | $4,741-59.1% |
| Participant deferral / active EE | $3,435 | $6,467-46.9% | $5,601-38.7% | $6,401-46.3% |
| Admin fee / account holder | $177 | $13,593-98.7% | $10,328-98.3% | $11,429-98.4% |