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 | $31,420 | $133,998-76.6% | $112,263-72.0% | $134,545-76.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.46% | 47.17%-48.6pp | 27.49%-28.9pp | 418.37%-419.8pp |
| Employer contribution / active EE | $2,985 | $4,040-26.1% | $3,636-17.9% | $4,742-37.0% |
| Participant deferral / active EE | $5,064 | $5,292-4.3% | $4,729+7.1% | $6,401-20.9% |
| Admin fee / account holder | $143 | $7,493-98.1% | $6,410-97.8% | $11,431-98.8% |