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 | $30,058 | $93,117-67.7% | $77,096-61.0% | $134,532-77.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -18.65% | 62.67%-81.3pp | 42.35%-61.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $2,112 | $3,420-38.3% | $2,814-25.0% | $4,741-55.5% |
| Participant deferral / active EE | $6,832 | $5,241+30.3% | $4,429+54.2% | $6,401+6.7% |
| Admin fee / account holder | $122 | $6,948-98.2% | $5,428-97.7% | $11,429-98.9% |