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 | $21,875 | $97,020-77.5% | $83,322-73.7% | $135,379-83.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.44% | 12.31%-21.8pp | 10.64%-20.1pp | 519.79%-529.2pp |
| Employer contribution / active EE | $3,581 | $4,144-13.6% | $3,379+6.0% | $4,779-25.1% |
| Participant deferral / active EE | $5,518 | $5,964-7.5% | $5,565-0.9% | $5,609-1.6% |
| Admin fee / account holder | $14 | $8,426-99.8% | $7,540-99.8% | $10,828-99.9% |