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 | $38,358 | $72,177-46.9% | $115,038-66.7% | $59,633-35.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.42% | 12.02%-13.4pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,819 | $2,841-0.8% | $4,608-38.8% | $2,203+28.0% |
| Participant deferral / active EE | $4,784 | $4,7830% | $6,026-20.6% | $3,192+49.9% |
| Admin fee / account holder | $163 | $4,927-96.7% | $8,175-98.0% | $4,297-96.2% |