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 | $61,606 | $82,674-25.5% | $125,363-50.9% | $68,495-10.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -10.54% | -5.97%-4.6pp | 572.15%-582.7pp | -7.84%-2.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,355 | $6,111-12.4% | $7,447-28.1% | $4,028+32.9% |
| Admin fee / account holder | $285 | $6,276-95.5% | $10,005-97.2% | $5,403-94.7% |