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 | $61,665 | $158,852-61.2% | $121,220-49.1% | $135,379-54.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.34% | -0.64%-4.7pp | 16.94%-22.3pp | 519.79%-525.1pp |
| Employer contribution / active EE | $3,189 | $5,666-43.7% | $4,023-20.7% | $4,779-33.3% |
| Participant deferral / active EE | $5,503 | $4,006+37.4% | $3,345+64.5% | $5,609-1.9% |
| Admin fee / account holder | $11 | $6,515-99.8% | $5,021-99.8% | $10,828-99.9% |