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 | $41,497 | $167,352-75.2% | $143,788-71.1% | $134,509-69.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.78% | 0.47%-18.2pp | -0.03%-17.7pp | 418.13%-435.9pp |
| Employer contribution / active EE | $2,323 | $5,620-58.7% | $4,952-53.1% | $4,741-51.0% |
| Participant deferral / active EE | $9,806 | $6,447+52.1% | $5,638+73.9% | $6,400+53.2% |
| Admin fee / account holder | $296 | $18,091-98.4% | $14,675-98.0% | $11,427-97.4% |