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 | $6,446 | $27,639-76.7% | $61,501-89.5% | $68,490-90.6% |
| Participation rate | 95.0% | 39.5%+55.5pp | 52.6%+42.4pp | 67.9%+27.1pp |
| Annual return | -17.21% | -13.19%-4.0pp | 339.04%-356.3pp | -7.85%-9.4pp |
| Employer contribution / active EE | $954 | $696+37.1% | $1,160-17.7% | $2,597-63.3% |
| Participant deferral / active EE | $2,370 | $1,264+87.5% | $2,125+11.5% | $4,028-41.2% |
| Admin fee / account holder | $207 | $2,012-89.7% | $2,132-90.3% | $5,403-96.2% |