Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,457 | $167,362-62.7% | $143,799-56.6% | $134,532-53.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.96% | 0.47%-14.4pp | -0.04%-13.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $14,519 | $5,620+158.3% | $4,952+193.2% | $4,741+206.2% |
| Participant deferral / active EE | $14,097 | $6,447+118.6% | $5,638+150.0% | $6,401+120.2% |
| Admin fee / account holder | $276 | $18,094-98.5% | $14,677-98.1% | $11,429-97.6% |