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 | $78,590 | $90,467-13.1% | $93,759-16.2% | $134,509-41.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 1.94% | -15.72%+17.7pp | -11.33%+13.3pp | 418.13%-416.2pp |
| Employer contribution / active EE | $4,199 | $4,345-3.4% | $4,324-2.9% | $4,741-11.4% |
| Participant deferral / active EE | $8,685 | $5,980+45.2% | $6,096+42.5% | $6,400+35.7% |
| Admin fee / account holder | $207 | $9,258-97.8% | $7,197-97.1% | $11,427-98.2% |