Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,274 | $95,895-70.5% | $79,576-64.5% | $134,509-79.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.00% | -2.72%-15.3pp | 0.15%-18.1pp | 418.13%-436.1pp |
| Employer contribution / active EE | $8,304 | $3,128+165.4% | $2,413+244.1% | $4,741+75.2% |
| Participant deferral / active EE | $4,949 | $4,693+5.5% | $3,985+24.2% | $6,400-22.7% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |