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 | $25,630 | $86,705-70.4% | $73,309-65.0% | $125,393-79.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.34% | 2.78%-4.1pp | 5.67%-7.0pp | 282.23%-283.6pp |
| Employer contribution / active EE | $1,361 | $4,152-67.2% | $3,237-57.9% | $4,866-72.0% |
| Participant deferral / active EE | $2,068 | $5,549-62.7% | $4,991-58.6% | $5,351-61.4% |
| Admin fee / account holder | $15 | $7,772-99.8% | $5,637-99.7% | $9,541-99.8% |