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 | $63,251 | $86,701-27.0% | $73,309-13.7% | $125,389-49.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.73% | 2.78%-3.5pp | 5.67%-6.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $3,183 | $4,152-23.4% | $3,237-1.7% | $4,866-34.6% |
| Participant deferral / active EE | $7,187 | $5,549+29.5% | $4,991+44.0% | $5,352+34.3% |
| Admin fee / account holder | $16 | $7,768-99.8% | $5,635-99.7% | $9,541-99.8% |