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 | $119,965 | $57,350+109.2% | $83,850+43.1% | $64,181+86.9% |
| Participation rate | 72.7% | 68.6%+4.1pp | 76.1%-3.4pp | 69.6%+3.2pp |
| Annual return | -5.44% | 11.38%-16.8pp | 850.92%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,991 | $2,545-21.8% | $3,631-45.2% | $2,381-16.4% |
| Participant deferral / active EE | $3,820 | $2,993+27.6% | $4,082-6.4% | $3,470+10.1% |
| Admin fee / account holder | $72 | $4,046-98.2% | $5,478-98.7% | $4,887-98.5% |