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 | $114,540 | $92,743+23.5% | $82,744+38.4% | $134,532-14.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -20.17% | 946.63%-966.8pp | 702.22%-722.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $759 | $3,273-76.8% | $3,008-74.8% | $4,741-84.0% |
| Participant deferral / active EE | $8,149 | $4,802+69.7% | $4,395+85.4% | $6,401+27.3% |
| Admin fee / account holder | $48 | $5,977-99.2% | $5,325-99.1% | $11,429-99.6% |