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 | $31,036 | $95,188-67.4% | $76,518-59.4% | $135,379-77.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -8.37% | 4.85%-13.2pp | -0.27%-8.1pp | 519.79%-528.2pp |
| Employer contribution / active EE | $4,701 | $3,303+42.3% | $2,647+77.6% | $4,779-1.6% |
| Participant deferral / active EE | $7,914 | $4,640+70.6% | $3,836+106.3% | $5,609+41.1% |
| Admin fee / account holder | $116 | $6,249-98.1% | $4,849-97.6% | $10,828-98.9% |