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 | $55,918 | $152,591-63.4% | $117,529-52.4% | $134,545-58.4% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -17.60% | 53.04%-70.6pp | 29.77%-47.4pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,530 | $5,576-72.6% | $4,179-63.4% | $4,742-67.7% |
| Participant deferral / active EE | $3,478 | $4,821-27.9% | $4,072-14.6% | $6,401-45.7% |
| Admin fee / account holder | $298 | $7,004-95.7% | $5,645-94.7% | $11,431-97.4% |