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 | $40,426 | $67,352-40.0% | $60,899-33.6% | $134,509-69.9% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.1%+20.2pp | 81.2%+12.1pp |
| Annual return | -13.06% | 49.99%-63.1pp | 16.92%-30.0pp | 418.13%-431.2pp |
| Employer contribution / active EE | $1,395 | $3,098-55.0% | $2,702-48.4% | $4,741-70.6% |
| Participant deferral / active EE | $2,069 | $4,539-54.4% | $3,817-45.8% | $6,400-67.7% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |