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 | $33,361 | $97,020-65.6% | $83,327-60.0% | $135,380-75.4% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -6.10% | 12.31%-18.4pp | 10.64%-16.7pp | 519.81%-525.9pp |
| Employer contribution / active EE | $4,271 | $4,144+3.1% | $3,379+26.4% | $4,779-10.6% |
| Participant deferral / active EE | $3,061 | $5,964-48.7% | $5,565-45.0% | $5,609-45.4% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |