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 | $73,456 | $86,701-15.3% | $73,309+0.2% | $125,389-41.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.87% | 2.78%-0.9pp | 5.67%-3.8pp | 282.24%-280.4pp |
| Employer contribution / active EE | $1,720 | $4,152-58.6% | $3,237-46.9% | $4,866-64.7% |
| Participant deferral / active EE | $3,592 | $5,549-35.3% | $4,991-28.0% | $5,352-32.9% |
| Admin fee / account holder | $18 | $7,768-99.8% | $5,635-99.7% | $9,541-99.8% |