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 | $56,354 | $167,362-66.3% | $143,799-60.8% | $134,532-58.1% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -17.51% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,667 | $5,620-70.3% | $4,952-66.3% | $4,741-64.8% |
| Participant deferral / active EE | $3,485 | $6,447-46.0% | $5,638-38.2% | $6,401-45.6% |
| Admin fee / account holder | $2 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |