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 | $107,033 | $167,522-36.1% | $151,639-29.4% | $134,532-20.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.14% | 7.81%-12.0pp | 3.34%-7.5pp | 418.27%-422.4pp |
| Employer contribution / active EE | $3,452 | $6,828-49.4% | $6,165-44.0% | $4,741-27.2% |
| Participant deferral / active EE | $3,336 | $8,986-62.9% | $8,363-60.1% | $6,401-47.9% |
| Admin fee / account holder | $20 | $13,780-99.9% | $11,613-99.8% | $11,429-99.8% |