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 | $86,889 | $105,867-17.9% | $90,760-4.3% | $134,532-35.4% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -17.96% | -10.99%-7.0pp | -12.16%-5.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $13,205 | $3,464+281.3% | $2,922+352.0% | $4,741+178.5% |
| Participant deferral / active EE | $6,953 | $5,217+33.3% | $4,565+52.3% | $6,401+8.6% |
| Admin fee / account holder | $99 | $13,936-99.3% | $8,444-98.8% | $11,429-99.1% |