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 | $81,755 | $131,835-38.0% | $108,582-24.7% | $273,972-70.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.53% | -91.57%+96.1pp | -51.70%+56.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,481 | $4,913-49.5% | $3,758-34.0% | $4,869-49.0% |
| Participant deferral / active EE | $8,241 | $5,127+60.7% | $4,311+91.2% | $5,287+55.9% |
| Admin fee / account holder | $49 | $10,253-99.5% | $7,645-99.4% | $10,133-99.5% |