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 | $52,485 | $88,603-40.8% | $69,890-24.9% | $134,545-61.0% |
| Participation rate | 81.3% | 74.9%+6.3pp | 70.5%+10.8pp | 81.2%0pp |
| Annual return | -16.66% | 442.93%-459.6pp | 190.84%-207.5pp | 418.37%-435.0pp |
| Employer contribution / active EE | $3,793 | $3,236+17.2% | $2,560+48.1% | $4,742-20.0% |
| Participant deferral / active EE | $6,723 | $4,771+40.9% | $3,848+74.7% | $6,401+5.0% |
| Admin fee / account holder | $78 | $10,443-99.3% | $6,267-98.8% | $11,431-99.3% |