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 | $47,345 | $54,370-12.9% | $82,763-42.8% | $68,490-30.9% |
| Participation rate | 95.2% | 63.9%+31.3pp | 72.6%+22.7pp | 67.9%+27.3pp |
| Annual return | -15.83% | -13.67%-2.2pp | 702.45%-718.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,992 | $2,219-10.2% | $3,008-33.8% | $2,597-23.3% |
| Participant deferral / active EE | $3,349 | $3,247+3.2% | $4,395-23.8% | $4,028-16.8% |
| Admin fee / account holder | $292 | $4,398-93.4% | $5,325-94.5% | $5,403-94.6% |