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 | $16,577 | $75,959-78.2% | $154,114-89.2% | $64,181-74.2% |
| Participation rate | 72.4% | 70.4%+2.0pp | 83.0%-10.6pp | 69.6%+2.8pp |
| Annual return | -7.49% | 30.32%-37.8pp | 735.16%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,215 | $3,350-63.7% | $5,298-77.1% | $2,381-49.0% |
| Participant deferral / active EE | $2,995 | $3,175-5.7% | $5,081-41.0% | $3,470-13.7% |
| Admin fee / account holder | $144 | $5,589-97.4% | $13,411-98.9% | $4,887-97.1% |