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 | $141,914 | $140,592+0.9% | $123,105+15.3% | $125,389+13.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.66% | 16.80%-17.5pp | 13.22%-13.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $4,592 | $6,041-24.0% | $5,151-10.9% | $4,866-5.6% |
| Participant deferral / active EE | $4,273 | $6,980-38.8% | $6,229-31.4% | $5,352-20.1% |
| Admin fee / account holder | $13 | $11,198-99.9% | $9,014-99.9% | $9,541-99.9% |