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 | $89,969 | $147,167-38.9% | $111,392-19.2% | $135,380-33.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -0.60% | -4.44%+3.8pp | -2.06%+1.5pp | 519.81%-520.4pp |
| Employer contribution / active EE | $2,353 | $5,204-54.8% | $4,328-45.6% | $4,779-50.8% |
| Participant deferral / active EE | $6,563 | $6,5650% | $5,567+17.9% | $5,609+17.0% |
| Admin fee / account holder | $91 | $20,270-99.6% | $12,266-99.3% | $10,828-99.2% |