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 | $130,600 | $95,188+37.2% | $76,518+70.7% | $135,380-3.5% |
| Participation rate | 70.0% | 74.4%-4.4pp | 68.0%+2.0pp | 82.6%-12.6pp |
| Annual return | -6.53% | 4.85%-11.4pp | -0.27%-6.3pp | 519.81%-526.3pp |
| Employer contribution / active EE | $704 | $3,303-78.7% | $2,647-73.4% | $4,779-85.3% |
| Participant deferral / active EE | $3,202 | $4,640-31.0% | $3,836-16.5% | $5,609-42.9% |
| Admin fee / account holder | $21 | $6,249-99.7% | $4,849-99.6% | $10,828-99.8% |