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 | $21,426 | $90,467-76.3% | $93,759-77.1% | $134,532-84.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -13.57% | -15.72%+2.1pp | -11.33%-2.2pp | 418.27%-431.8pp |
| Employer contribution / active EE | $2,697 | $4,345-37.9% | $4,324-37.6% | $4,741-43.1% |
| Participant deferral / active EE | $8,809 | $5,980+47.3% | $6,096+44.5% | $6,401+37.6% |
| Admin fee / account holder | $98 | $9,258-98.9% | $7,197-98.6% | $11,429-99.1% |