Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,471 | $59,116-53.5% | $86,438-68.2% | $68,486-59.9% |
| Participation rate | 88.5% | 75.2%+13.2pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -17.57% | -0.23%-17.3pp | 4397.19%-4414.8pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,305 | $2,519-8.5% | $3,769-38.9% | $2,597-11.2% |
| Participant deferral / active EE | $6,103 | $5,902+3.4% | $6,952-12.2% | $4,028+51.5% |
| Admin fee / account holder | $214 | $5,639-96.2% | $6,733-96.8% | $5,404-96.0% |