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 | $83,297 | $140,592-40.8% | $123,106-32.3% | $125,388-33.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.76% | 16.80%-19.6pp | 13.22%-16.0pp | 282.24%-285.0pp |
| Employer contribution / active EE | $7,232 | $6,041+19.7% | $5,151+40.4% | $4,866+48.6% |
| Participant deferral / active EE | $5,313 | $6,980-23.9% | $6,229-14.7% | $5,352-0.7% |
| Admin fee / account holder | $19 | $11,198-99.8% | $9,015-99.8% | $9,541-99.8% |