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 | $36,553 | $75,832-51.8% | $147,617-75.2% | $59,633-38.7% |
| Participation rate | 84.6% | 71.6%+13.1pp | 84.6%0pp | 68.7%+15.9pp |
| Annual return | -0.68% | 0.37%-1.0pp | 61.98%-62.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,708 | $3,131-45.5% | $4,895-65.1% | $3,192-46.5% |
| Admin fee / account holder | $8 | $5,986-99.9% | $11,612-99.9% | $4,297-99.8% |