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 | $54,610 | $84,518-35.4% | $67,704-19.3% | $125,389-56.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.65% | 2.57%-1.9pp | 25.41%-24.8pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,312 | $3,292-29.8% | $2,559-9.7% | $4,866-52.5% |
| Participant deferral / active EE | $4,673 | $4,430+5.5% | $3,585+30.3% | $5,352-12.7% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |