Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,740 | $95,915-86.7% | $79,580-84.0% | $134,532-90.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -20.37% | -2.71%-17.7pp | 0.15%-20.5pp | 418.27%-438.6pp |
| Employer contribution / active EE | $2,103 | $3,129-32.8% | $2,413-12.9% | $4,741-55.6% |
| Participant deferral / active EE | $5,187 | $4,693+10.5% | $3,985+30.2% | $6,401-19.0% |
| Admin fee / account holder | $165 | $9,132-98.2% | $6,835-97.6% | $11,429-98.6% |