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 | $18,008 | $86,701-79.2% | $73,309-75.4% | $125,389-85.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.22% | 2.78%-5.0pp | 5.67%-7.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,080 | $5,549-62.5% | $4,991-58.3% | $5,352-61.1% |
| Admin fee / account holder | $247 | $7,768-96.8% | $5,635-95.6% | $9,541-97.4% |