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 | $113,933 | $75,935+50.0% | $60,547+88.2% | $125,389-9.1% |
| Participation rate | 82.4% | 76.5%+5.8pp | 68.0%+14.4pp | 83.2%-0.8pp |
| Annual return | -2.65% | -5.38%+2.7pp | 335.64%-338.3pp | 282.24%-284.9pp |
| Employer contribution / active EE | $3,285 | $3,438-4.4% | $2,419+35.8% | $4,866-32.5% |
| Participant deferral / active EE | $6,886 | $4,506+52.8% | $3,328+106.9% | $5,352+28.7% |
| Admin fee / account holder | $30 | $6,768-99.6% | $4,536-99.3% | $9,541-99.7% |