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 | $44,381 | $73,848-39.9% | $143,799-69.1% | $68,486-35.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.80% | 0.91%-11.7pp | -0.04%-10.8pp | -7.85%-2.9pp |
| Employer contribution / active EE | $7,365 | $3,184+131.3% | $4,952+48.7% | $2,597+183.7% |
| Participant deferral / active EE | $3,192 | $3,385-5.7% | $5,638-43.4% | $4,028-20.7% |
| Admin fee / account holder | $101 | $5,755-98.2% | $14,677-99.3% | $5,404-98.1% |