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 | $30,028 | $69,541-56.8% | $59,899-49.9% | $135,380-77.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.23% | 7.95%-16.2pp | 3.46%-11.7pp | 519.81%-528.0pp |
| Employer contribution / active EE | $2,422 | $3,236-25.2% | $2,723-11.1% | $4,779-49.3% |
| Participant deferral / active EE | $6,774 | $4,206+61.1% | $3,402+99.1% | $5,609+20.8% |
| Admin fee / account holder | $28 | $5,737-99.5% | $3,592-99.2% | $10,828-99.7% |