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 | $58,120 | $75,959-23.5% | $154,114-62.3% | $64,181-9.4% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | -5.59% | 30.32%-35.9pp | 735.16%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,873 | $3,350-44.1% | $5,298-64.6% | $2,381-21.3% |
| Participant deferral / active EE | $2,865 | $3,175-9.7% | $5,081-43.6% | $3,470-17.4% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |