Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,473 | $82,324-46.0% | $68,803-35.4% | $134,545-66.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.27% | -2.17%+2.4pp | -6.37%+6.6pp | 418.37%-418.1pp |
| Employer contribution / active EE | $1,296 | $3,302-60.8% | $2,656-51.2% | $4,742-72.7% |
| Participant deferral / active EE | $19,800 | $4,740+317.7% | $3,942+402.3% | $6,401+209.3% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |