Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,157 | $105,866-42.2% | $90,766-32.6% | $134,545-54.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.15% | -10.99%-4.2pp | -12.16%-3.0pp | 418.37%-433.5pp |
| Employer contribution / active EE | $5,993 | $3,464+73.0% | $2,922+105.1% | $4,742+26.4% |
| Participant deferral / active EE | $17,517 | $5,217+235.8% | $4,565+283.7% | $6,401+173.6% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,446-99.8% | $11,431-99.8% |