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 | $72,429 | $95,979-24.5% | $74,551-2.8% | $135,380-46.5% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -5.96% | 56.97%-62.9pp | 32.53%-38.5pp | 519.81%-525.8pp |
| Employer contribution / active EE | $792 | $2,716-70.9% | $1,961-59.6% | $4,779-83.4% |
| Participant deferral / active EE | $2,584 | $3,844-32.8% | $3,108-16.9% | $5,609-53.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |