Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,358 | $127,096-73.8% | $105,736-68.5% | $135,380-75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.82% | 4.49%-10.3pp | 6.27%-12.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,831 | $4,107-31.1% | $3,268-13.4% | $4,779-40.8% |
| Participant deferral / active EE | $3,600 | $5,064-28.9% | $4,080-11.8% | $5,609-35.8% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |