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 | $73,967 | $167,362-55.8% | $143,799-48.6% | $134,532-45.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.02% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,751 | $5,620-68.8% | $4,952-64.6% | $4,741-63.1% |
| Participant deferral / active EE | $8,748 | $6,447+35.7% | $5,638+55.2% | $6,401+36.7% |
| Admin fee / account holder | $291 | $18,094-98.4% | $14,677-98.0% | $11,429-97.5% |