Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,619 | $110,083-37.7% | $151,645-54.8% | $68,490+0.2% |
| Participation rate | 70.6% | 84.0%-13.4pp | 87.5%-16.9pp | 67.9%+2.7pp |
| Annual return | -17.91% | -10.12%-7.8pp | 3.34%-21.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,955 | $6,526+83.2% | $8,363+43.0% | $4,028+196.8% |
| Admin fee / account holder | $98 | $7,718-98.7% | $11,614-99.2% | $5,403-98.2% |