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 | $129,443 | $131,835-1.8% | $108,582+19.2% | $273,972-52.8% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 6.02% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $9,602 | $4,913+95.5% | $3,758+155.5% | $4,869+97.2% |
| Participant deferral / active EE | $2,830 | $5,127-44.8% | $4,311-34.3% | $5,287-46.5% |
| Admin fee / account holder | $149 | $10,253-98.5% | $7,645-98.0% | $10,133-98.5% |