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 | $48,895 | $90,320-45.9% | $59,496-17.8% | $125,389-61.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -4.33% | 369.13%-373.5pp | 182.05%-186.4pp | 282.24%-286.6pp |
| Employer contribution / active EE | $958 | $1,792-46.5% | $1,153-16.9% | $4,866-80.3% |
| Participant deferral / active EE | $2,395 | $2,716-11.8% | $1,829+30.9% | $5,352-55.2% |
| Admin fee / account holder | $30 | $3,063-99.0% | $2,232-98.7% | $9,541-99.7% |