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 | $33,427 | $64,716-48.3% | $112,258-70.2% | $68,495-51.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.67% | -11.40%-7.3pp | 27.47%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $7,333 | $2,746+167.0% | $3,636+101.7% | $2,596+182.4% |
| Participant deferral / active EE | $1,734 | $3,565-51.4% | $4,728-63.3% | $4,028-56.9% |
| Admin fee / account holder | $244 | $5,232-95.3% | $6,411-96.2% | $5,403-95.5% |