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 | $145,819 | $50,947+186.2% | $74,551+95.6% | $64,173+127.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.73% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,098 | $1,115+177.8% | $1,961+58.0% | $2,381+30.1% |
| Participant deferral / active EE | $6,105 | $2,302+165.3% | $3,108+96.4% | $3,470+76.0% |
| Admin fee / account holder | $124 | $4,221-97.1% | $5,059-97.5% | $4,887-97.5% |