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 | $24,552 | $95,193-74.2% | $76,523-67.9% | $135,382-81.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.25% | 4.85%-8.1pp | -0.27%-3.0pp | 519.77%-523.0pp |
| Employer contribution / active EE | $2,273 | $3,302-31.2% | $2,647-14.1% | $4,779-52.4% |
| Participant deferral / active EE | $6,682 | $4,639+44.0% | $3,835+74.2% | $5,609+19.1% |
| Admin fee / account holder | $57 | $6,249-99.1% | $4,848-98.8% | $10,829-99.5% |