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 | $66,483 | $84,518-21.3% | $67,704-1.8% | $125,389-47.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.19% | 2.57%-3.8pp | 25.41%-26.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $6,067 | $3,292+84.3% | $2,559+137.0% | $4,866+24.7% |
| Participant deferral / active EE | $7,623 | $4,430+72.1% | $3,585+112.6% | $5,352+42.4% |
| Admin fee / account holder | $237 | $5,340-95.6% | $4,255-94.4% | $9,541-97.5% |