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 | $67,375 | $158,852-57.6% | $121,220-44.4% | $135,379-50.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.08% | -0.64%-6.4pp | 16.94%-24.0pp | 519.79%-526.9pp |
| Employer contribution / active EE | $11,704 | $5,666+106.6% | $4,023+190.9% | $4,779+144.9% |
| Participant deferral / active EE | $5,024 | $4,006+25.4% | $3,345+50.2% | $5,609-10.4% |
| Admin fee / account holder | $4 | $6,515-99.9% | $5,021-99.9% | $10,828-100.0% |