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 | $77,517 | $105,867-26.8% | $90,760-14.6% | $134,532-42.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.78% | -10.99%-5.8pp | -12.16%-4.6pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,836 | $3,464-18.1% | $2,922-2.9% | $4,741-40.2% |
| Participant deferral / active EE | $7,068 | $5,217+35.5% | $4,565+54.8% | $6,401+10.4% |
| Admin fee / account holder | $56 | $13,936-99.6% | $8,444-99.3% | $11,429-99.5% |