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 | $99,329 | $95,917+3.6% | $79,583+24.8% | $134,545-26.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -13.38% | -2.70%-10.7pp | 0.16%-13.5pp | 418.37%-431.7pp |
| Employer contribution / active EE | $1,825 | $3,129-41.7% | $2,414-24.4% | $4,742-61.5% |
| Participant deferral / active EE | $6,750 | $4,694+43.8% | $3,986+69.4% | $6,401+5.4% |
| Admin fee / account holder | $15 | $9,132-99.8% | $6,835-99.8% | $11,431-99.9% |