Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,125 | $158,852-10.5% | $121,220+17.2% | $135,380+5.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 1.42% | -0.64%+2.1pp | 16.94%-15.5pp | 519.81%-518.4pp |
| Employer contribution / active EE | $5,567 | $5,666-1.7% | $4,023+38.4% | $4,779+16.5% |
| Participant deferral / active EE | $21,233 | $4,006+430.1% | $3,345+534.7% | $5,609+278.6% |
| Admin fee / account holder | $30 | $6,515-99.5% | $5,021-99.4% | $10,828-99.7% |