Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,386 | $131,835-75.4% | $108,582-70.2% | $273,972-88.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 2.91% | -91.57%+94.5pp | -51.70%+54.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $3,039 | $4,913-38.2% | $3,758-19.2% | $4,869-37.6% |
| Participant deferral / active EE | $7,496 | $5,127+46.2% | $4,311+73.9% | $5,287+41.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |