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 | $78,312 | $92,219-15.1% | $76,768+2.0% | $135,379-42.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.34% | 5.46%-10.8pp | 2.43%-7.8pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,136 | $3,216-64.7% | $2,485-54.3% | $4,779-76.2% |
| Participant deferral / active EE | $6,929 | $4,508+53.7% | $3,852+79.9% | $5,609+23.5% |
| Admin fee / account holder | $12 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |