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 | $64,548 | $87,546-26.3% | $75,784-14.8% | $125,389-48.5% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | -2.35% | 13.49%-15.8pp | 9.68%-12.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,299 | $3,930-41.5% | $3,323-30.8% | $4,866-52.8% |
| Participant deferral / active EE | $8,479 | $4,230+100.5% | $3,652+132.2% | $5,352+58.4% |
| Admin fee / account holder | $187 | $6,503-97.1% | $5,300-96.5% | $9,541-98.0% |