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 | $91,441 | $167,352-45.4% | $143,788-36.4% | $134,509-32.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.70% | 0.47%-11.2pp | -0.03%-10.7pp | 418.13%-428.8pp |
| Employer contribution / active EE | $3,472 | $5,620-38.2% | $4,952-29.9% | $4,741-26.8% |
| Participant deferral / active EE | $6,058 | $6,447-6.0% | $5,638+7.4% | $6,400-5.4% |
| Admin fee / account holder | $163 | $18,091-99.1% | $14,675-98.9% | $11,427-98.6% |