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 | $68,974 | $69,541-0.8% | $59,899+15.2% | $135,380-49.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 1.99% | 7.95%-6.0pp | 3.46%-1.5pp | 519.81%-517.8pp |
| Employer contribution / active EE | $2,337 | $3,236-27.8% | $2,723-14.2% | $4,779-51.1% |
| Participant deferral / active EE | $3,938 | $4,206-6.4% | $3,402+15.7% | $5,609-29.8% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |