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 | $49,351 | $133,981-63.2% | $112,249-56.0% | $134,532-63.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.43% | 47.16%-63.6pp | 27.48%-43.9pp | 418.27%-434.7pp |
| Employer contribution / active EE | $10,602 | $4,040+162.4% | $3,636+191.6% | $4,741+123.6% |
| Participant deferral / active EE | $9,916 | $5,292+87.4% | $4,729+109.7% | $6,401+54.9% |
| Admin fee / account holder | $18 | $7,492-99.8% | $6,412-99.7% | $11,429-99.8% |