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 | $118,268 | $92,219+28.2% | $76,766+54.1% | $135,382-12.6% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -5.51% | 5.46%-11.0pp | 2.43%-7.9pp | 519.77%-525.3pp |
| Employer contribution / active EE | $1,993 | $3,216-38.0% | $2,485-19.8% | $4,779-58.3% |
| Participant deferral / active EE | $4,629 | $4,508+2.7% | $3,851+20.2% | $5,609-17.5% |
| Admin fee / account holder | $256 | $10,749-97.6% | $6,675-96.2% | $10,829-97.6% |