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 | $131,026 | $168,635-22.3% | $147,617-11.2% | $125,389+4.5% |
| Participation rate | 76.5% | 88.8%-12.3pp | 84.6%-8.2pp | 83.2%-6.7pp |
| Annual return | -0.63% | 77.65%-78.3pp | 61.98%-62.6pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,474 | $6,252-60.4% | $5,564-55.5% | $4,866-49.2% |
| Participant deferral / active EE | $4,644 | $5,507-15.7% | $4,895-5.1% | $5,352-13.2% |
| Admin fee / account holder | $299 | $13,580-97.8% | $11,612-97.4% | $9,541-96.9% |