Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,034 | $167,362-67.7% | $143,799-62.4% | $134,532-59.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.96% | 0.47%-18.4pp | -0.04%-17.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,078 | $5,620-63.0% | $4,952-58.0% | $4,741-56.2% |
| Participant deferral / active EE | $3,263 | $6,447-49.4% | $5,638-42.1% | $6,401-49.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |