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 | $67,224 | $83,908-19.9% | $68,509-1.9% | $125,389-46.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.04% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $3,226 | $3,031+6.4% | $2,278+41.6% | $4,866-33.7% |
| Participant deferral / active EE | $3,634 | $4,125-11.9% | $3,382+7.4% | $5,352-32.1% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |