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 | $35,128 | $167,352-79.0% | $143,788-75.6% | $134,509-73.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.79% | 0.47%-13.3pp | -0.03%-12.8pp | 418.13%-430.9pp |
| Employer contribution / active EE | $3,597 | $5,620-36.0% | $4,952-27.4% | $4,741-24.1% |
| Participant deferral / active EE | $4,640 | $6,447-28.0% | $5,638-17.7% | $6,400-27.5% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |