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 | $13,106 | $85,790-84.7% | $67,313-80.5% | $135,380-90.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.69% | -0.54%-8.1pp | -4.08%-4.6pp | 519.81%-528.5pp |
| Employer contribution / active EE | $1,952 | $3,487-44.0% | $2,566-23.9% | $4,779-59.2% |
| Participant deferral / active EE | $3,278 | $4,651-29.5% | $3,568-8.1% | $5,609-41.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |