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 | $21,151 | $142,361-85.1% | $119,608-82.3% | $134,509-84.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.87% | -12.46%-7.4pp | -14.98%-4.9pp | 418.13%-438.0pp |
| Employer contribution / active EE | $2,120 | $5,224-59.4% | $4,232-49.9% | $4,741-55.3% |
| Participant deferral / active EE | $2,650 | $6,468-59.0% | $5,601-52.7% | $6,400-58.6% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |