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 | $78,872 | $167,362-52.9% | $143,799-45.2% | $134,532-41.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -17.41% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $6,429 | $5,620+14.4% | $4,952+29.8% | $4,741+35.6% |
| Participant deferral / active EE | $6,584 | $6,447+2.1% | $5,638+16.8% | $6,401+2.9% |
| Admin fee / account holder | $8 | $18,094-100.0% | $14,677-99.9% | $11,429-99.9% |