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 | $47,488 | $67,352-29.5% | $60,899-22.0% | $134,509-64.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -15.69% | 49.99%-65.7pp | 16.92%-32.6pp | 418.13%-433.8pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,107 | $4,539-9.5% | $3,817+7.6% | $6,400-35.8% |
| Admin fee / account holder | $33 | $4,585-99.3% | $3,225-99.0% | $11,427-99.7% |