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 | $26,878 | $211,946-87.3% | $169,452-84.1% | $135,379-80.1% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -5.17% | 3.26%-8.4pp | 1.83%-7.0pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,740 | $5,117-66.0% | $4,157-58.1% | $4,779-63.6% |
| Participant deferral / active EE | $5,792 | $6,075-4.7% | $5,277+9.8% | $5,609+3.3% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |