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 | $87,375 | $95,188-8.2% | $76,518+14.2% | $135,380-35.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.09% | 4.85%-11.9pp | -0.27%-6.8pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,172 | $3,303-64.5% | $2,647-55.7% | $4,779-75.5% |
| Participant deferral / active EE | $10,465 | $4,640+125.6% | $3,836+172.8% | $5,609+86.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |