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 | $59,455 | $93,117-36.1% | $77,096-22.9% | $134,532-55.8% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -15.92% | 62.67%-78.6pp | 42.35%-58.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $2,936 | $3,420-14.2% | $2,814+4.3% | $4,741-38.1% |
| Participant deferral / active EE | $6,396 | $5,241+22.0% | $4,429+44.4% | $6,401-0.1% |
| Admin fee / account holder | $94 | $6,948-98.6% | $5,428-98.3% | $11,429-99.2% |