Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,928 | $167,533-78.6% | $151,645-76.3% | $134,545-73.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.62% | 7.81%-27.4pp | 3.34%-23.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $7,673 | $6,828+12.4% | $6,165+24.5% | $4,742+61.8% |
| Participant deferral / active EE | $18,798 | $8,985+109.2% | $8,363+124.8% | $6,401+193.7% |
| Admin fee / account holder | $45 | $13,781-99.7% | $11,614-99.6% | $11,431-99.6% |