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 | $37,421 | $167,522-77.7% | $151,639-75.3% | $134,532-72.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.21% | 7.81%-25.0pp | 3.34%-20.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,531 | $6,828-62.9% | $6,165-59.0% | $4,741-46.6% |
| Participant deferral / active EE | $22,646 | $8,986+152.0% | $8,363+170.8% | $6,401+253.8% |
| Admin fee / account holder | $146 | $13,780-98.9% | $11,613-98.7% | $11,429-98.7% |