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 | $79,847 | $107,809-25.9% | $90,657-11.9% | $135,380-41.0% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -8.12% | -0.90%-7.2pp | 1.89%-10.0pp | 519.81%-527.9pp |
| Employer contribution / active EE | $1,269 | $3,018-58.0% | $2,532-49.9% | $4,779-73.5% |
| Participant deferral / active EE | $5,768 | $3,872+49.0% | $3,424+68.5% | $5,609+2.8% |
| Admin fee / account holder | $296 | $5,931-95.0% | $4,994-94.1% | $10,828-97.3% |