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 | $113,042 | $168,636-33.0% | $147,618-23.4% | $125,388-9.8% |
| Participation rate | 89.5% | 88.8%+0.7pp | 84.6%+4.9pp | 83.2%+6.3pp |
| Annual return | -2.28% | 77.65%-79.9pp | 61.98%-64.3pp | 282.24%-284.5pp |
| Employer contribution / active EE | $7,439 | $6,252+19.0% | $5,565+33.7% | $4,866+52.9% |
| Participant deferral / active EE | $2,878 | $5,507-47.7% | $4,895-41.2% | $5,352-46.2% |
| Admin fee / account holder | $6 | $13,580-100.0% | $11,612-100.0% | $9,541-99.9% |