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 | $32,389 | $133,981-75.8% | $112,249-71.1% | $134,532-75.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.08% | 47.16%-65.2pp | 27.48%-45.6pp | 418.27%-436.3pp |
| Employer contribution / active EE | $4,357 | $4,040+7.9% | $3,636+19.8% | $4,741-8.1% |
| Participant deferral / active EE | $9,964 | $5,292+88.3% | $4,729+110.7% | $6,401+55.7% |
| Admin fee / account holder | $143 | $7,492-98.1% | $6,412-97.8% | $11,429-98.7% |