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 | $50,902 | $81,840-37.8% | $63,412-19.7% | $125,389-59.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -0.21% | -0.10%-0.1pp | 4.04%-4.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,329 | $2,377-44.1% | $1,814-26.7% | $4,866-72.7% |
| Participant deferral / active EE | $3,753 | $3,064+22.5% | $2,496+50.4% | $5,352-29.9% |
| Admin fee / account holder | $17 | $4,951-99.6% | $3,753-99.5% | $9,541-99.8% |