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 | $45,674 | $100,805-54.7% | $86,698-47.3% | $134,532-66.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -15.27% | 29.09%-44.4pp | 35.95%-51.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $3,531 | $3,490+1.2% | $2,837+24.5% | $4,741-25.5% |
| Participant deferral / active EE | $4,272 | $5,339-20.0% | $4,656-8.3% | $6,401-33.3% |
| Admin fee / account holder | $124 | $10,925-98.9% | $7,493-98.3% | $11,429-98.9% |