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 | $49,413 | $133,981-63.1% | $112,249-56.0% | $134,532-63.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -19.15% | 47.16%-66.3pp | 27.48%-46.6pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,540 | $4,040-37.1% | $3,636-30.1% | $4,741-46.4% |
| Participant deferral / active EE | $5,526 | $5,292+4.4% | $4,729+16.8% | $6,401-13.7% |
| Admin fee / account holder | $24 | $7,492-99.7% | $6,412-99.6% | $11,429-99.8% |