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 | $64,265 | $69,541-7.6% | $59,899+7.3% | $135,380-52.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.76% | 7.95%-7.2pp | 3.46%-2.7pp | 519.81%-519.0pp |
| Employer contribution / active EE | $2,479 | $3,236-23.4% | $2,723-8.9% | $4,779-48.1% |
| Participant deferral / active EE | $1,600 | $4,206-62.0% | $3,402-53.0% | $5,609-71.5% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |