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 | $159,323 | $133,998+18.9% | $112,263+41.9% | $134,545+18.4% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -15.94% | 47.17%-63.1pp | 27.49%-43.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,434 | $4,040-39.8% | $3,636-33.1% | $4,742-48.7% |
| Participant deferral / active EE | $5,489 | $5,292+3.7% | $4,729+16.1% | $6,401-14.3% |
| Admin fee / account holder | $84 | $7,493-98.9% | $6,410-98.7% | $11,431-99.3% |