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 | $82,131 | $106,549-22.9% | $91,225-10.0% | $134,509-38.9% |
| Participation rate | 86.4% | 76.8%+9.6pp | 73.2%+13.2pp | 81.2%+5.1pp |
| Annual return | -17.12% | 160.73%-177.9pp | 114.10%-131.2pp | 418.13%-435.3pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,345 | $4,719-50.3% | $4,234-44.6% | $6,400-63.4% |
| Admin fee / account holder | $33 | $6,234-99.5% | $5,422-99.4% | $11,427-99.7% |