Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,137 | $152,597-59.9% | $117,533-48.0% | $134,532-54.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.15% | 53.04%-66.2pp | 29.77%-42.9pp | 418.27%-431.4pp |
| Employer contribution / active EE | $2,798 | $5,576-49.8% | $4,179-33.1% | $4,741-41.0% |
| Participant deferral / active EE | $5,022 | $4,821+4.2% | $4,072+23.3% | $6,401-21.5% |
| Admin fee / account holder | $9 | $7,007-99.9% | $5,647-99.8% | $11,429-99.9% |