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 | $111,845 | $190,879-41.4% | $160,009-30.1% | $134,532-16.9% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -16.93% | 552.63%-569.6pp | 408.85%-425.8pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,991 | $4,995-60.1% | $4,225-52.9% | $4,741-58.0% |
| Participant deferral / active EE | $9,371 | $6,924+35.3% | $6,183+51.6% | $6,401+46.4% |
| Admin fee / account holder | $6 | $10,495-99.9% | $8,715-99.9% | $11,429-99.9% |