Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,493 | $133,998-60.1% | $112,263-52.4% | $134,545-60.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.75% | 47.17%-62.9pp | 27.49%-43.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,033 | $4,040-49.7% | $3,636-44.1% | $4,742-57.1% |
| Participant deferral / active EE | $4,627 | $5,292-12.6% | $4,729-2.2% | $6,401-27.7% |
| Admin fee / account holder | $186 | $7,493-97.5% | $6,410-97.1% | $11,431-98.4% |