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 | $42,280 | $106,115-60.2% | $85,969-50.8% | $125,389-66.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.09% | 13.93%-15.0pp | 9.32%-10.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $3,816 | $4,537-15.9% | $3,474+9.8% | $4,866-21.6% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $62 | $8,144-99.2% | $6,053-99.0% | $9,541-99.4% |