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 | $92,339 | $81,870+12.8% | $119,634-22.8% | $68,490+34.8% |
| Participation rate | 81.5% | 71.9%+9.6pp | 79.3%+2.2pp | 67.9%+13.6pp |
| Annual return | -13.86% | -23.82%+10.0pp | -14.98%+1.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,033 | $2,692-24.5% | $4,232-52.0% | $2,597-21.7% |
| Participant deferral / active EE | $4,859 | $4,148+17.1% | $5,601-13.2% | $4,028+20.6% |
| Admin fee / account holder | $38 | $6,583-99.4% | $10,329-99.6% | $5,403-99.3% |