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 | $101,475 | $167,353-39.4% | $143,797-29.4% | $134,545-24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.27% | 0.48%-17.8pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $7,537 | $5,620+34.1% | $4,952+52.2% | $4,742+59.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |