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 | $36,325 | $167,522-78.3% | $151,639-76.0% | $134,532-73.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.68% | 7.81%-25.5pp | 3.34%-21.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,890 | $6,828-72.3% | $6,165-69.3% | $4,741-60.1% |
| Participant deferral / active EE | $9,935 | $8,986+10.6% | $8,363+18.8% | $6,401+55.2% |
| Admin fee / account holder | $36 | $13,780-99.7% | $11,613-99.7% | $11,429-99.7% |