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 | $62,427 | $211,946-70.5% | $169,452-63.2% | $135,380-53.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.05% | 3.26%-9.3pp | 1.83%-7.9pp | 519.81%-525.9pp |
| Employer contribution / active EE | $16,770 | $5,117+227.7% | $4,157+303.4% | $4,779+250.9% |
| Participant deferral / active EE | $2,400 | $6,075-60.5% | $5,277-54.5% | $5,609-57.2% |
| Admin fee / account holder | $189 | $11,472-98.3% | $9,110-97.9% | $10,828-98.3% |