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 | $55,448 | $127,386-56.5% | $115,037-51.8% | $125,388-55.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.18% | 31.28%-34.5pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $7,512 | $5,166+45.4% | $4,608+63.0% | $4,866+54.4% |
| Participant deferral / active EE | $3,228 | $6,423-49.7% | $6,026-46.4% | $5,352-39.7% |
| Admin fee / account holder | $253 | $9,516-97.3% | $8,175-96.9% | $9,541-97.3% |