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 | $136,509 | $100,792+35.4% | $86,691+57.5% | $134,509+1.5% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -19.04% | 29.08%-48.1pp | 35.94%-55.0pp | 418.13%-437.2pp |
| Employer contribution / active EE | $2,731 | $3,491-21.8% | $2,837-3.7% | $4,741-42.4% |
| Participant deferral / active EE | $6,378 | $5,339+19.5% | $4,656+37.0% | $6,400-0.4% |
| Admin fee / account holder | $265 | $10,924-97.6% | $7,492-96.5% | $11,427-97.7% |