Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,423 | $133,981-90.0% | $112,249-88.0% | $134,532-90.0% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -20.14% | 47.16%-67.3pp | 27.48%-47.6pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,335 | $4,040-67.0% | $3,636-63.3% | $4,741-71.8% |
| Participant deferral / active EE | $2,874 | $5,292-45.7% | $4,729-39.2% | $6,401-55.1% |
| Admin fee / account holder | $268 | $7,492-96.4% | $6,412-95.8% | $11,429-97.7% |