Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,877 | $90,607-73.6% | $79,467-70.0% | $135,380-82.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.16% | 977.74%-983.9pp | 718.30%-724.5pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,410 | $3,068-54.0% | $2,800-49.6% | $4,779-70.5% |
| Participant deferral / active EE | $3,476 | $4,050-14.2% | $3,704-6.1% | $5,609-38.0% |
| Admin fee / account holder | $55 | $5,895-99.1% | $5,104-98.9% | $10,828-99.5% |