Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,189 | $117,694-70.1% | $71,755-51.0% | $134,532-73.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -18.00% | 25.33%-43.3pp | 9.09%-27.1pp | 418.27%-436.3pp |
| Employer contribution / active EE | $2,198 | $2,523-12.9% | $1,704+29.0% | $4,741-53.6% |
| Participant deferral / active EE | $10,688 | $3,753+184.8% | $2,656+302.5% | $6,401+67.0% |
| Admin fee / account holder | $210 | $6,374-96.7% | $3,972-94.7% | $11,429-98.2% |