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 | $50,119 | $107,809-53.5% | $90,657-44.7% | $135,380-63.0% |
| Participation rate | 76.5% | 78.0%-1.6pp | 74.0%+2.4pp | 82.6%-6.2pp |
| Annual return | -8.40% | -0.90%-7.5pp | 1.89%-10.3pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,123 | $3,018-29.7% | $2,532-16.2% | $4,779-55.6% |
| Participant deferral / active EE | $4,290 | $3,872+10.8% | $3,424+25.3% | $5,609-23.5% |
| Admin fee / account holder | $222 | $5,931-96.3% | $4,994-95.6% | $10,828-97.9% |