Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,893 | $97,020-69.2% | $83,322-64.1% | $135,379-77.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.99% | 12.31%-19.3pp | 10.64%-17.6pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,408 | $4,144-66.0% | $3,379-58.3% | $4,779-70.5% |
| Participant deferral / active EE | $1,760 | $5,964-70.5% | $5,565-68.4% | $5,609-68.6% |
| Admin fee / account holder | $15 | $8,426-99.8% | $7,540-99.8% | $10,828-99.9% |