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 | $113,739 | $127,386-10.7% | $115,037-1.1% | $125,388-9.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.21% | 31.28%-32.5pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,263 | $5,166-75.5% | $4,608-72.6% | $4,866-74.0% |
| Participant deferral / active EE | $9,489 | $6,423+47.7% | $6,026+57.5% | $5,352+77.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |