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 | $64,965 | $86,701-25.1% | $73,309-11.4% | $125,389-48.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.54% | 2.78%-2.2pp | 5.67%-5.1pp | 282.24%-281.7pp |
| Employer contribution / active EE | $4,263 | $4,152+2.7% | $3,237+31.7% | $4,866-12.4% |
| Participant deferral / active EE | $8,601 | $5,549+55.0% | $4,991+72.3% | $5,352+60.7% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |