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 | $79,571 | $56,484+40.9% | $169,452-53.0% | $64,173+24.0% |
| Participation rate | 96.6% | 64.5%+32.0pp | 77.8%+18.8pp | 69.6%+27.0pp |
| Annual return | -6.21% | -1.55%-4.7pp | 1.83%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,022 | $1,832-44.2% | $4,157-75.4% | $2,381-57.1% |
| Participant deferral / active EE | $6,320 | $3,448+83.3% | $5,277+19.8% | $3,470+82.1% |
| Admin fee / account holder | $218 | $4,174-94.8% | $9,110-97.6% | $4,887-95.5% |