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 | $28,484 | $190,843-85.1% | $159,981-82.2% | $134,493-78.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.20% | 552.37%-566.6pp | 408.70%-422.9pp | 418.01%-432.2pp |
| Employer contribution / active EE | $1,325 | $4,993-73.5% | $4,224-68.6% | $4,740-72.0% |
| Participant deferral / active EE | $3,597 | $6,923-48.0% | $6,182-41.8% | $6,400-43.8% |
| Admin fee / account holder | $3 | $10,475-100.0% | $8,700-100.0% | $11,425-100.0% |