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 | $141,090 | $54,380+159.4% | $68,509+105.9% | $59,633+136.6% |
| Participation rate | 88.6% | 70.2%+18.4pp | 74.7%+13.8pp | 68.7%+19.9pp |
| Annual return | -1.41% | 2.83%-4.2pp | 8.27%-9.7pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $1,802 | $1,539+17.1% | $2,278-20.9% | $2,203-18.2% |
| Participant deferral / active EE | $2,765 | $2,643+4.6% | $3,382-18.2% | $3,192-13.4% |
| Admin fee / account holder | $79 | $3,885-98.0% | $5,275-98.5% | $4,297-98.2% |