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 | $35,438 | $167,533-78.8% | $151,645-76.6% | $134,545-73.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.56% | 7.81%-25.4pp | 3.34%-20.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $6,882 | $6,828+0.8% | $6,165+11.6% | $4,742+45.1% |
| Participant deferral / active EE | $3,550 | $8,985-60.5% | $8,363-57.5% | $6,401-44.5% |
| Admin fee / account holder | $241 | $13,781-98.2% | $11,614-97.9% | $11,431-97.9% |