Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,375 | $167,522-84.3% | $151,639-82.6% | $134,532-80.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.59% | 7.81%-26.4pp | 3.34%-21.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,511 | $8,986+17.0% | $8,363+25.7% | $6,401+64.2% |
| Admin fee / account holder | $121 | $13,780-99.1% | $11,613-99.0% | $11,429-98.9% |