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 | $39,512 | $82,678-52.2% | $125,391-68.5% | $68,490-42.3% |
| Participation rate | 94.4% | 75.1%+19.4pp | 82.4%+12.1pp | 67.9%+26.5pp |
| Annual return | -16.53% | -5.97%-10.6pp | 572.41%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,318 | $3,382-1.9% | $4,816-31.1% | $2,597+27.8% |
| Participant deferral / active EE | $2,826 | $6,111-53.8% | $7,448-62.1% | $4,028-29.8% |
| Admin fee / account holder | $121 | $6,277-98.1% | $10,009-98.8% | $5,403-97.8% |