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 | $52,825 | $95,917-44.9% | $79,583-33.6% | $134,545-60.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.37% | -2.70%-13.7pp | 0.16%-16.5pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,538 | $3,129-18.9% | $2,414+5.2% | $4,742-46.5% |
| Participant deferral / active EE | $11,841 | $4,694+152.3% | $3,986+197.1% | $6,401+85.0% |
| Admin fee / account holder | $213 | $9,132-97.7% | $6,835-96.9% | $11,431-98.1% |