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 | $49,813 | $142,392-65.0% | $119,622-58.4% | $134,532-63.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -3.99% | -12.46%+8.5pp | -14.98%+11.0pp | 418.27%-422.3pp |
| Employer contribution / active EE | $6,094 | $5,224+16.7% | $4,232+44.0% | $4,741+28.5% |
| Participant deferral / active EE | $6,377 | $6,467-1.4% | $5,601+13.9% | $6,401-0.4% |
| Admin fee / account holder | $38 | $13,593-99.7% | $10,328-99.6% | $11,429-99.7% |