Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,199 | $138,076-58.6% | $123,553-53.7% | $135,380-57.7% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -7.56% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,573 | $5,152-50.1% | $4,628-44.4% | $4,779-46.2% |
| Participant deferral / active EE | $4,979 | $6,800-26.8% | $6,426-22.5% | $5,609-11.2% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |