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 | $60,174 | $113,941-47.2% | $94,229-36.1% | $125,389-52.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.22% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $5,918 | $4,727+25.2% | $3,587+65.0% | $4,866+21.6% |
| Participant deferral / active EE | $13,452 | $5,179+159.7% | $4,320+211.4% | $5,352+151.4% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |