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 | $102,463 | $84,518+21.2% | $67,704+51.3% | $125,389-18.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.84% | 2.57%-3.4pp | 25.41%-26.3pp | 282.24%-283.1pp |
| Employer contribution / active EE | $8,303 | $3,292+152.2% | $2,559+224.4% | $4,866+70.6% |
| Participant deferral / active EE | $4,519 | $4,430+2.0% | $3,585+26.0% | $5,352-15.6% |
| Admin fee / account holder | $170 | $5,340-96.8% | $4,255-96.0% | $9,541-98.2% |