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 | $72,383 | $93,124-22.3% | $77,100-6.1% | $134,545-46.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -11.56% | 62.68%-74.2pp | 42.35%-53.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $15,431 | $3,421+351.0% | $2,815+448.2% | $4,742+225.4% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $92 | $6,970-98.7% | $5,443-98.3% | $11,431-99.2% |