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 | $37,563 | $113,941-67.0% | $94,228-60.1% | $125,388-70.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.13% | 5.29%-7.4pp | 10.68%-12.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $13,667 | $4,727+189.1% | $3,587+281.0% | $4,866+180.9% |
| Participant deferral / active EE | $8,136 | $5,179+57.1% | $4,320+88.3% | $5,352+52.0% |
| Admin fee / account holder | $46 | $8,392-99.5% | $6,269-99.3% | $9,541-99.5% |