Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,951 | $167,362-82.1% | $143,799-79.2% | $134,532-77.7% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -18.50% | 0.47%-19.0pp | -0.04%-18.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $6,228 | $5,620+10.8% | $4,952+25.8% | $4,741+31.4% |
| Participant deferral / active EE | $5,479 | $6,447-15.0% | $5,638-2.8% | $6,401-14.4% |
| Admin fee / account holder | $253 | $18,094-98.6% | $14,677-98.3% | $11,429-97.8% |