Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,247 | $95,915-87.2% | $79,580-84.6% | $134,532-90.9% |
| Participation rate | 73.9% | 75.0%-1.1pp | 69.5%+4.4pp | 81.2%-7.3pp |
| Annual return | -5.04% | -2.71%-2.3pp | 0.15%-5.2pp | 418.27%-423.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,126 | $4,693-33.4% | $3,985-21.6% | $6,401-51.2% |
| Admin fee / account holder | $51 | $9,132-99.4% | $6,835-99.3% | $11,429-99.6% |