Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,719 | $106,549-61.8% | $91,225-55.4% | $134,509-69.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.03% | 160.73%-174.8pp | 114.10%-128.1pp | 418.13%-432.2pp |
| Employer contribution / active EE | $3,504 | $3,331+5.2% | $2,851+22.9% | $4,741-26.1% |
| Participant deferral / active EE | $5,125 | $4,719+8.6% | $4,234+21.0% | $6,400-19.9% |
| Admin fee / account holder | $293 | $6,234-95.3% | $5,422-94.6% | $11,427-97.4% |