Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,490 | $142,361-76.5% | $119,608-72.0% | $134,509-75.1% |
| Participation rate | 78.6% | 82.8%-4.3pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -18.59% | -12.46%-6.1pp | -14.98%-3.6pp | 418.13%-436.7pp |
| Employer contribution / active EE | $1,751 | $5,224-66.5% | $4,232-58.6% | $4,741-63.1% |
| Participant deferral / active EE | $5,750 | $6,468-11.1% | $5,601+2.7% | $6,400-10.2% |
| Admin fee / account holder | $180 | $13,588-98.7% | $10,326-98.3% | $11,427-98.4% |