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 | $23,770 | $167,362-85.8% | $143,799-83.5% | $134,532-82.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.36% | 0.47%-13.8pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $2,103 | $5,620-62.6% | $4,952-57.5% | $4,741-55.6% |
| Participant deferral / active EE | $5,856 | $6,447-9.2% | $5,638+3.9% | $6,401-8.5% |
| Admin fee / account holder | $159 | $18,094-99.1% | $14,677-98.9% | $11,429-98.6% |