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 | $115,167 | $92,219+24.9% | $76,767+50.0% | $135,380-14.9% |
| Participation rate | 73.3% | 79.8%-6.4pp | 77.0%-3.6pp | 82.6%-9.3pp |
| Annual return | -5.08% | 5.46%-10.5pp | 2.43%-7.5pp | 519.81%-524.9pp |
| Employer contribution / active EE | $1,775 | $3,216-44.8% | $2,485-28.6% | $4,779-62.9% |
| Participant deferral / active EE | $3,936 | $4,508-12.7% | $3,852+2.2% | $5,609-29.8% |
| Admin fee / account holder | $5 | $10,749-100.0% | $6,675-99.9% | $10,828-100.0% |