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 | $74,112 | $87,542-15.3% | $75,782-2.2% | $125,393-40.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.16% | 13.48%-13.6pp | 9.68%-9.8pp | 282.23%-282.4pp |
| Employer contribution / active EE | $4,872 | $3,930+24.0% | $3,323+46.6% | $4,866+0.1% |
| Participant deferral / active EE | $8,120 | $4,229+92.0% | $3,652+122.4% | $5,351+51.7% |
| Admin fee / account holder | -$46 | $6,502-100.7% | $5,300-100.9% | $9,541-100.5% |