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 | $23,351 | $167,362-86.0% | $143,799-83.8% | $134,532-82.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.66% | 0.47%-19.1pp | -0.04%-18.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,337 | $5,620-76.2% | $4,952-73.0% | $4,741-71.8% |
| Participant deferral / active EE | $3,971 | $6,447-38.4% | $5,638-29.6% | $6,401-38.0% |
| Admin fee / account holder | $4 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |