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 | $57,483 | $113,941-49.5% | $94,229-39.0% | $125,389-54.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.66% | 5.29%-6.0pp | 10.68%-11.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $3,462 | $4,727-26.8% | $3,587-3.5% | $4,866-28.9% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4 | $8,392-100.0% | $6,269-99.9% | $9,541-100.0% |