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 | $88,704 | $97,881-9.4% | $80,004+10.9% | $125,389-29.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -1.76% | 9.36%-11.1pp | 7.63%-9.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $5,421 | $3,128+73.3% | $2,473+119.3% | $4,866+11.4% |
| Participant deferral / active EE | $5,790 | $3,744+54.6% | $3,204+80.7% | $5,352+8.2% |
| Admin fee / account holder | $3 | $6,278-100.0% | $5,033-99.9% | $9,541-100.0% |