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 | $46,727 | $133,983-65.1% | $112,244-58.4% | $134,493-65.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.03% | 47.13%-66.2pp | 27.46%-46.5pp | 418.01%-437.0pp |
| Employer contribution / active EE | $4,090 | $4,039+1.3% | $3,635+12.5% | $4,740-13.7% |
| Participant deferral / active EE | $6,363 | $5,291+20.3% | $4,728+34.6% | $6,400-0.6% |
| Admin fee / account holder | $18 | $7,490-99.8% | $6,411-99.7% | $11,425-99.8% |