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 | $55,799 | $127,100-56.1% | $105,738-47.2% | $135,382-58.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.14% | 4.49%-9.6pp | 6.27%-11.4pp | 519.77%-524.9pp |
| Employer contribution / active EE | $2,730 | $4,107-33.5% | $3,268-16.5% | $4,779-42.9% |
| Participant deferral / active EE | $10,001 | $5,064+97.5% | $4,080+145.1% | $5,609+78.3% |
| Admin fee / account holder | $13 | $9,087-99.9% | $6,913-99.8% | $10,829-99.9% |