Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,423 | $84,518+16.5% | $67,704+45.4% | $125,389-21.5% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | 0.17% | 2.57%-2.4pp | 25.41%-25.2pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,794 | $3,292-15.1% | $2,559+9.2% | $4,866-42.6% |
| Participant deferral / active EE | $6,542 | $4,430+47.7% | $3,585+82.5% | $5,352+22.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |