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 | $41,474 | $67,372-38.4% | $60,906-31.9% | $134,532-69.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.87% | 50.05%-66.9pp | 16.94%-33.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $973 | $3,099-68.6% | $2,703-64.0% | $4,741-79.5% |
| Participant deferral / active EE | $4,547 | $4,532+0.3% | $3,814+19.2% | $6,401-29.0% |
| Admin fee / account holder | $66 | $4,588-98.6% | $3,227-98.0% | $11,429-99.4% |