Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,416 | $27,639-47.8% | $61,501-76.6% | $68,490-79.0% |
| Participation rate | 84.0% | 39.5%+44.5pp | 52.6%+31.4pp | 67.9%+16.1pp |
| Annual return | -13.14% | -13.19%+0.1pp | 339.04%-352.2pp | -7.85%-5.3pp |
| Employer contribution / active EE | $503 | $696-27.8% | $1,160-56.7% | $2,597-80.6% |
| Participant deferral / active EE | $2,198 | $1,264+73.9% | $2,125+3.4% | $4,028-45.4% |
| Admin fee / account holder | $38 | $2,012-98.1% | $2,132-98.2% | $5,403-99.3% |