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 | $40,519 | $67,372-39.9% | $60,906-33.5% | $134,532-69.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.08% | 50.05%-63.1pp | 16.94%-30.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $592 | $3,099-80.9% | $2,703-78.1% | $4,741-87.5% |
| Participant deferral / active EE | $950 | $4,532-79.0% | $3,814-75.1% | $6,401-85.2% |
| Admin fee / account holder | $135 | $4,588-97.1% | $3,227-95.8% | $11,429-98.8% |