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 | $31,896 | $55,041-42.0% | $45,164-29.4% | $134,509-76.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 55.2%+44.8pp | 81.2%+18.8pp |
| Annual return | -10.03% | -19.63%+9.6pp | -20.28%+10.2pp | 418.13%-428.2pp |
| Employer contribution / active EE | $2,809 | $3,006-6.6% | $2,321+21.0% | $4,741-40.7% |
| Participant deferral / active EE | $2,970 | $3,822-22.3% | $3,184-6.7% | $6,400-53.6% |
| Admin fee / account holder | $15 | $4,029-99.6% | $3,071-99.5% | $11,427-99.9% |