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 | $40,985 | $64,311-36.3% | $57,356-28.5% | $125,389-67.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.92% | 25.14%-27.1pp | 24.41%-26.3pp | 282.24%-284.2pp |
| Employer contribution / active EE | $5,239 | $3,193+64.1% | $2,689+94.8% | $4,866+7.7% |
| Participant deferral / active EE | $4,644 | $3,846+20.7% | $3,162+46.9% | $5,352-13.2% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |