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 | $44,573 | $82,674-46.1% | $125,381-64.5% | $68,486-34.9% |
| Participation rate | 77.1% | 75.1%+2.1pp | 82.4%-5.2pp | 67.9%+9.2pp |
| Annual return | -18.96% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,817 | $3,382-46.3% | $4,815-62.3% | $2,597-30.0% |
| Participant deferral / active EE | $4,637 | $6,111-24.1% | $7,448-37.7% | $4,028+15.1% |
| Admin fee / account holder | $107 | $6,277-98.3% | $10,007-98.9% | $5,404-98.0% |