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 | $59,009 | $142,392-58.6% | $119,622-50.7% | $134,532-56.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.65% | -12.46%+14.1pp | -14.98%+16.6pp | 418.27%-416.6pp |
| Employer contribution / active EE | $1,249 | $5,224-76.1% | $4,232-70.5% | $4,741-73.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $249 | $13,593-98.2% | $10,328-97.6% | $11,429-97.8% |