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 | $54,124 | $95,979-43.6% | $74,551-27.4% | $135,380-60.0% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -6.35% | 56.97%-63.3pp | 32.53%-38.9pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,667 | $2,716-38.6% | $1,961-15.0% | $4,779-65.1% |
| Participant deferral / active EE | $1,254 | $3,844-67.4% | $3,108-59.6% | $5,609-77.6% |
| Admin fee / account holder | $13 | $6,522-99.8% | $5,059-99.7% | $10,828-99.9% |