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 | $57,479 | $84,628-32.1% | $61,501-6.5% | $134,545-57.3% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -17.77% | 585.61%-603.4pp | 339.04%-356.8pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,109 | $1,545-28.2% | $1,160-4.3% | $4,742-76.6% |
| Participant deferral / active EE | $5,525 | $2,819+96.0% | $2,125+160.0% | $6,401-13.7% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |