Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,814 | $93,117-92.7% | $77,096-91.2% | $134,532-94.9% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -17.82% | 62.67%-80.5pp | 42.35%-60.2pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,176 | $3,420-65.6% | $2,814-58.2% | $4,741-75.2% |
| Participant deferral / active EE | $2,617 | $5,241-50.1% | $4,429-40.9% | $6,401-59.1% |
| Admin fee / account holder | $26 | $6,948-99.6% | $5,428-99.5% | $11,429-99.8% |