Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,792 | $93,124-46.5% | $77,100-35.4% | $134,545-63.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.65% | 62.68%-79.3pp | 42.35%-59.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $3,106 | $3,421-9.2% | $2,815+10.3% | $4,742-34.5% |
| Participant deferral / active EE | $7,270 | $5,242+38.7% | $4,430+64.1% | $6,401+13.6% |
| Admin fee / account holder | $186 | $6,970-97.3% | $5,443-96.6% | $11,431-98.4% |