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 | $146,154 | $564,480-74.1% | $487,824-70.0% | $564,480-74.1% |
| Participation rate | 100.0% | 89.1%+10.9pp | 100.0%0pp | 89.1%+10.9pp |
| Annual return | -12.50% | -14.07%+1.6pp | -14.94%+2.4pp | -14.07%+1.6pp |
| Employer contribution / active EE | $5,000 | $29,221-82.9% | $36,486-86.3% | $29,221-82.9% |
| Participant deferral / active EE | $8,899 | $5,729+55.3% | $6,786+31.1% | $5,729+55.3% |
| Admin fee / account holder | $0 | $27,140-100.0% | $3,101-100.0% | $27,140-100.0% |