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 | $84,599 | $167,362-49.5% | $143,799-41.2% | $134,532-37.1% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -15.47% | 0.47%-15.9pp | -0.04%-15.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $2,445 | $5,620-56.5% | $4,952-50.6% | $4,741-48.4% |
| Participant deferral / active EE | $6,867 | $6,447+6.5% | $5,638+21.8% | $6,401+7.3% |
| Admin fee / account holder | $24 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |