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 | $82,052 | $133,981-38.8% | $112,249-26.9% | $134,532-39.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -15.50% | 47.16%-62.7pp | 27.48%-43.0pp | 418.27%-433.8pp |
| Employer contribution / active EE | $1,293 | $4,040-68.0% | $3,636-64.4% | $4,741-72.7% |
| Participant deferral / active EE | $1,489 | $5,292-71.9% | $4,729-68.5% | $6,401-76.7% |
| Admin fee / account holder | $176 | $7,492-97.6% | $6,412-97.3% | $11,429-98.5% |