Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,707 | $72,177-46.4% | $115,038-66.4% | $59,633-35.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.26% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $7,477 | $2,841+163.2% | $4,608+62.3% | $2,203+239.5% |
| Participant deferral / active EE | $2,920 | $4,783-38.9% | $6,026-51.5% | $3,192-8.5% |
| Admin fee / account holder | $97 | $4,927-98.0% | $8,175-98.8% | $4,297-97.7% |