Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,247 | $95,917-87.2% | $79,583-84.6% | $134,545-90.9% |
| Participation rate | 95.7% | 75.0%+20.6pp | 69.5%+26.2pp | 81.2%+14.4pp |
| Annual return | -18.56% | -2.70%-15.9pp | 0.16%-18.7pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,004 | $3,129-36.0% | $2,414-17.0% | $4,742-57.7% |
| Participant deferral / active EE | $4,184 | $4,694-10.9% | $3,986+5.0% | $6,401-34.6% |
| Admin fee / account holder | $37 | $9,132-99.6% | $6,835-99.5% | $11,431-99.7% |