Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,623 | $95,915-55.6% | $79,580-46.4% | $134,532-68.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -16.64% | -2.71%-13.9pp | 0.15%-16.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,300 | $3,129-26.5% | $2,413-4.7% | $4,741-51.5% |
| Participant deferral / active EE | $3,270 | $4,693-30.3% | $3,985-17.9% | $6,401-48.9% |
| Admin fee / account holder | $213 | $9,132-97.7% | $6,835-96.9% | $11,429-98.1% |