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 | $83,520 | $99,032-15.7% | $80,022+4.4% | $135,380-38.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.10% | 15.39%-17.5pp | 11.22%-13.3pp | 519.81%-521.9pp |
| Employer contribution / active EE | $1,511 | $3,043-50.3% | $2,468-38.8% | $4,779-68.4% |
| Participant deferral / active EE | $6,340 | $4,282+48.1% | $3,686+72.0% | $5,609+13.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |