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 | $42,828 | $167,362-74.4% | $143,799-70.2% | $134,532-68.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.60% | 0.47%-17.1pp | -0.04%-16.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,200 | $5,620-78.6% | $4,952-75.8% | $4,741-74.7% |
| Participant deferral / active EE | $2,342 | $6,447-63.7% | $5,638-58.5% | $6,401-63.4% |
| Admin fee / account holder | $67 | $18,094-99.6% | $14,677-99.5% | $11,429-99.4% |