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 | $48,147 | $97,761-50.8% | $83,850-42.6% | $135,382-64.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.95% | 1287.44%-1291.4pp | 850.92%-854.9pp | 519.77%-523.7pp |
| Employer contribution / active EE | $1,599 | $4,222-62.1% | $3,631-56.0% | $4,779-66.5% |
| Participant deferral / active EE | $5,481 | $4,682+17.1% | $4,082+34.3% | $5,609-2.3% |
| Admin fee / account holder | $66 | $6,674-99.0% | $5,478-98.8% | $10,829-99.4% |