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 | $46,956 | $152,591-69.2% | $117,529-60.0% | $134,545-65.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.04% | 53.04%-63.1pp | 29.77%-39.8pp | 418.37%-428.4pp |
| Employer contribution / active EE | $1,950 | $5,576-65.0% | $4,179-53.3% | $4,742-58.9% |
| Participant deferral / active EE | $6,833 | $4,821+41.7% | $4,072+67.8% | $6,401+6.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |