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 | $91,981 | $167,352-45.0% | $143,788-36.0% | $134,509-31.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.01% | 0.47%-16.5pp | -0.03%-16.0pp | 418.13%-434.1pp |
| Employer contribution / active EE | $6,875 | $5,620+22.3% | $4,952+38.8% | $4,741+45.0% |
| Participant deferral / active EE | $5,986 | $6,447-7.1% | $5,638+6.2% | $6,400-6.5% |
| Admin fee / account holder | $229 | $18,091-98.7% | $14,675-98.4% | $11,427-98.0% |