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 | $24,868 | $64,311-61.3% | $57,356-56.6% | $125,389-80.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.50% | 25.14%-26.6pp | 24.41%-25.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,414 | $3,193-55.7% | $2,689-47.4% | $4,866-70.9% |
| Participant deferral / active EE | $2,723 | $3,846-29.2% | $3,162-13.9% | $5,352-49.1% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |