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 | $61,745 | $77,976-20.8% | $81,367-24.1% | $125,389-50.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -0.23% | -2.85%+2.6pp | -0.92%+0.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $3,718 | $4,366-14.8% | $3,930-5.4% | $4,866-23.6% |
| Participant deferral / active EE | $9,125 | $5,646+61.6% | $5,383+69.5% | $5,352+70.5% |
| Admin fee / account holder | $27 | $12,476-99.8% | $8,926-99.7% | $9,541-99.7% |