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 | $59,224 | $64,311-7.9% | $57,356+3.3% | $125,389-52.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.04% | 25.14%-24.1pp | 24.41%-23.4pp | 282.24%-281.2pp |
| Employer contribution / active EE | $1,749 | $3,193-45.2% | $2,689-34.9% | $4,866-64.1% |
| Participant deferral / active EE | $3,640 | $3,846-5.4% | $3,162+15.1% | $5,352-32.0% |
| Admin fee / account holder | $36 | $5,243-99.3% | $3,357-98.9% | $9,541-99.6% |