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 | $19,658 | $105,866-81.4% | $90,766-78.3% | $134,545-85.4% |
| Participation rate | 93.8% | 78.3%+15.5pp | 75.7%+18.1pp | 81.2%+12.5pp |
| Annual return | -16.25% | -10.99%-5.3pp | -12.16%-4.1pp | 418.37%-434.6pp |
| Employer contribution / active EE | $1,614 | $3,464-53.4% | $2,922-44.8% | $4,742-66.0% |
| Participant deferral / active EE | $2,578 | $5,217-50.6% | $4,565-43.5% | $6,401-59.7% |
| Admin fee / account holder | $100 | $13,938-99.3% | $8,446-98.8% | $11,431-99.1% |