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 | $43,017 | $134,001-67.9% | $112,258-61.7% | $134,509-68.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.60% | 47.15%-61.8pp | 27.47%-42.1pp | 418.13%-432.7pp |
| Employer contribution / active EE | $2,410 | $4,039-40.3% | $3,636-33.7% | $4,741-49.2% |
| Participant deferral / active EE | $9,344 | $5,291+76.6% | $4,728+97.6% | $6,400+46.0% |
| Admin fee / account holder | $236 | $7,491-96.8% | $6,411-96.3% | $11,427-97.9% |