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 | $25,658 | $67,396-61.9% | $60,919-57.9% | $134,545-80.9% |
| Participation rate | 81.3% | 76.2%+5.1pp | 73.1%+8.1pp | 81.2%0pp |
| Annual return | -18.62% | 50.12%-68.7pp | 16.96%-35.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,310 | $3,101-25.5% | $2,704-14.6% | $4,742-51.3% |
| Participant deferral / active EE | $7,661 | $4,534+68.9% | $3,814+100.8% | $6,401+19.7% |
| Admin fee / account holder | $150 | $4,590-96.7% | $3,228-95.3% | $11,431-98.7% |