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 | $173,495 | $105,867+63.9% | $90,760+91.2% | $134,532+29.0% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -18.14% | -10.99%-7.2pp | -12.16%-6.0pp | 418.27%-436.4pp |
| Employer contribution / active EE | $10,879 | $3,464+214.1% | $2,922+272.4% | $4,741+129.5% |
| Participant deferral / active EE | $8,766 | $5,217+68.0% | $4,565+92.0% | $6,401+37.0% |
| Admin fee / account holder | $35 | $13,936-99.7% | $8,444-99.6% | $11,429-99.7% |