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 | $52,593 | $59,107-11.0% | $86,439-39.2% | $68,495-23.2% |
| Participation rate | 80.8% | 75.2%+5.5pp | 80.3%+0.4pp | 67.9%+12.9pp |
| Annual return | -17.97% | -0.23%-17.7pp | 4395.55%-4413.5pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,355 | $2,519+33.2% | $3,769-11.0% | $2,596+29.2% |
| Participant deferral / active EE | $8,965 | $5,901+51.9% | $6,952+29.0% | $4,028+122.6% |
| Admin fee / account holder | $273 | $5,637-95.2% | $6,732-95.9% | $5,403-94.9% |