Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,110 | $82,314-61.0% | $68,808-53.3% | $134,532-76.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.55% | -2.18%-7.4pp | -6.37%-3.2pp | 418.27%-427.8pp |
| Employer contribution / active EE | $10,590 | $3,301+220.8% | $2,656+298.8% | $4,741+123.4% |
| Participant deferral / active EE | $5,015 | $4,740+5.8% | $3,942+27.2% | $6,401-21.7% |
| Admin fee / account holder | $191 | $6,484-97.1% | $4,936-96.1% | $11,429-98.3% |