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 | $46,462 | $69,518-33.2% | $59,887-22.4% | $135,379-65.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.54% | 7.95%-12.5pp | 3.46%-8.0pp | 519.79%-524.3pp |
| Employer contribution / active EE | $1,884 | $3,235-41.8% | $2,722-30.8% | $4,779-60.6% |
| Participant deferral / active EE | $3,053 | $4,204-27.4% | $3,402-10.3% | $5,609-45.6% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |