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 | $53,167 | $106,115-49.9% | $85,969-38.2% | $125,389-57.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.21% | 13.93%-15.1pp | 9.32%-10.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $5,422 | $4,537+19.5% | $3,474+56.0% | $4,866+11.4% |
| Participant deferral / active EE | $6,750 | $4,859+38.9% | $3,829+76.3% | $5,352+26.1% |
| Admin fee / account holder | $246 | $8,144-97.0% | $6,053-95.9% | $9,541-97.4% |