Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,800 | $56,544-24.3% | $75,501-43.3% | $70,126-39.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.59%-23.6pp | 27.35%-27.4pp | 73.15%-73.1pp |
| Employer contribution / active EE | $987 | $1,817-45.6% | $2,352-58.0% | $2,343-57.9% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $43 | $3,827-98.9% | $5,801-99.3% | $4,645-99.1% |