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 | $30,489 | $107,809-71.7% | $90,657-66.4% | $135,380-77.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.88% | -0.90%-7.0pp | 1.89%-9.8pp | 519.81%-527.7pp |
| Employer contribution / active EE | $5,004 | $3,018+65.8% | $2,532+97.6% | $4,779+4.7% |
| Participant deferral / active EE | $7,648 | $3,872+97.5% | $3,424+123.3% | $5,609+36.4% |
| Admin fee / account holder | $108 | $5,931-98.2% | $4,994-97.8% | $10,828-99.0% |