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 | $41,501 | $45,566-8.9% | $64,105-35.3% | $59,633-30.4% |
| Participation rate | 71.0% | 60.2%+10.8pp | 68.2%+2.8pp | 68.7%+2.3pp |
| Annual return | -2.27% | 4.95%-7.2pp | 791.24%-793.5pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $342 | $934-63.3% | $1,820-81.2% | $2,203-84.5% |
| Participant deferral / active EE | $1,958 | $2,057-4.8% | $2,822-30.6% | $3,192-38.6% |
| Admin fee / account holder | $35 | $3,268-98.9% | $4,499-99.2% | $4,297-99.2% |