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 | $72,311 | $100,792-28.3% | $86,691-16.6% | $134,509-46.2% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -16.07% | 29.08%-45.2pp | 35.94%-52.0pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,153 | $3,491-67.0% | $2,837-59.4% | $4,741-75.7% |
| Participant deferral / active EE | $2,818 | $5,339-47.2% | $4,656-39.5% | $6,400-56.0% |
| Admin fee / account holder | $38 | $10,924-99.7% | $7,492-99.5% | $11,427-99.7% |