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 | $54,638 | $110,083-50.4% | $151,645-64.0% | $68,490-20.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.65% | -10.12%-6.5pp | 3.34%-20.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $13,633 | $4,470+205.0% | $6,165+121.1% | $2,597+425.0% |
| Participant deferral / active EE | $12,102 | $6,526+85.4% | $8,363+44.7% | $4,028+200.5% |
| Admin fee / account holder | $219 | $7,718-97.2% | $11,614-98.1% | $5,403-96.0% |