Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,603 | $99,032-65.1% | $80,022-56.8% | $135,380-74.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.75% | 15.39%-20.1pp | 11.22%-16.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $8,113 | $3,043+166.6% | $2,468+228.7% | $4,779+69.8% |
| Participant deferral / active EE | $4,528 | $4,282+5.7% | $3,686+22.8% | $5,609-19.3% |
| Admin fee / account holder | $30 | $10,436-99.7% | $6,521-99.5% | $10,828-99.7% |