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 | $57,118 | $46,697+22.3% | $117,529-51.4% | $68,490-16.6% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -7.33% | -14.52%+7.2pp | 29.77%-37.1pp | -7.85%+0.5pp |
| Employer contribution / active EE | $3,611 | $1,506+139.8% | $4,179-13.6% | $2,597+39.0% |
| Participant deferral / active EE | $4,336 | $2,637+64.4% | $4,072+6.5% | $4,028+7.7% |
| Admin fee / account holder | $98 | $4,023-97.6% | $5,645-98.3% | $5,403-98.2% |