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 | $96,795 | $167,352-42.2% | $143,788-32.7% | $134,509-28.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.86% | 0.47%-9.3pp | -0.03%-8.8pp | 418.13%-427.0pp |
| Employer contribution / active EE | $3,537 | $5,620-37.1% | $4,952-28.6% | $4,741-25.4% |
| Participant deferral / active EE | $9,660 | $6,447+49.8% | $5,638+71.3% | $6,400+50.9% |
| Admin fee / account holder | $61 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |