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 | $115,610 | $95,979+20.5% | $74,551+55.1% | $135,380-14.6% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -7.56% | 56.97%-64.5pp | 32.53%-40.1pp | 519.81%-527.4pp |
| Employer contribution / active EE | $942 | $2,716-65.3% | $1,961-51.9% | $4,779-80.3% |
| Participant deferral / active EE | $3,332 | $3,844-13.3% | $3,108+7.2% | $5,609-40.6% |
| Admin fee / account holder | $97 | $6,522-98.5% | $5,059-98.1% | $10,828-99.1% |