Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,933 | $87,544-69.2% | $75,784-64.5% | $125,388-78.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.44% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $7,755 | $3,930+97.3% | $3,323+133.4% | $4,866+59.4% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $243 | $6,502-96.3% | $5,300-95.4% | $9,541-97.5% |