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 | $35,090 | $78,694-55.4% | $67,652-48.1% | $125,389-72.0% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -2.48% | 9.46%-11.9pp | 6625.40%-6627.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,210 | $3,044-60.2% | $2,266-46.6% | $4,866-75.1% |
| Participant deferral / active EE | $1,913 | $4,292-55.4% | $3,560-46.3% | $5,352-64.3% |
| Admin fee / account holder | $224 | $7,403-97.0% | $4,821-95.4% | $9,541-97.7% |