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 | $27,688 | $167,353-83.5% | $143,797-80.7% | $134,545-79.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -6.47% | 0.48%-7.0pp | -0.04%-6.4pp | 418.37%-424.8pp |
| Employer contribution / active EE | $2,043 | $5,620-63.7% | $4,952-58.7% | $4,742-56.9% |
| Participant deferral / active EE | $7,302 | $6,447+13.3% | $5,638+29.5% | $6,401+14.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |