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 | $96,828 | $93,117+4.0% | $77,096+25.6% | $134,532-28.0% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | -20.86% | 62.67%-83.5pp | 42.35%-63.2pp | 418.27%-439.1pp |
| Employer contribution / active EE | $2,051 | $3,420-40.0% | $2,814-27.1% | $4,741-56.7% |
| Participant deferral / active EE | $6,891 | $5,241+31.5% | $4,429+55.6% | $6,401+7.7% |
| Admin fee / account holder | $177 | $6,948-97.5% | $5,428-96.7% | $11,429-98.5% |