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 | $90,709 | $84,518+7.3% | $67,704+34.0% | $125,389-27.7% |
| Participation rate | 95.8% | 74.8%+21.0pp | 67.5%+28.3pp | 83.2%+12.6pp |
| Annual return | -0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $5,507 | $3,292+67.3% | $2,559+115.2% | $4,866+13.2% |
| Participant deferral / active EE | $859 | $4,430-80.6% | $3,585-76.0% | $5,352-83.9% |
| Admin fee / account holder | $30 | $5,340-99.4% | $4,255-99.3% | $9,541-99.7% |