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 | $58,635 | $56,197+4.3% | $67,652-13.3% | $59,633-1.7% |
| Participation rate | 73.1% | 71.5%+1.6pp | 75.7%-2.6pp | 68.7%+4.4pp |
| Annual return | 0.66% | 18508.10%-18507.4pp | 6625.40%-6624.7pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,079 | $1,615-33.1% | $2,266-52.4% | $2,203-51.0% |
| Participant deferral / active EE | $2,057 | $2,844-27.7% | $3,560-42.2% | $3,192-35.6% |
| Admin fee / account holder | $263 | $3,958-93.3% | $4,821-94.5% | $4,297-93.9% |