Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,045 | $64,311-26.8% | $57,356-18.0% | $125,389-62.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.73% | 25.14%-23.4pp | 24.41%-22.7pp | 282.24%-280.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,500 | $3,846+147.0% | $3,162+200.5% | $5,352+77.5% |
| Admin fee / account holder | $35 | $5,243-99.3% | $3,357-99.0% | $9,541-99.6% |