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 | $122,487 | $142,392-14.0% | $119,622+2.4% | $134,532-9.0% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -18.30% | -12.46%-5.8pp | -14.98%-3.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,757 | $5,224-66.4% | $4,232-58.5% | $4,741-62.9% |
| Participant deferral / active EE | $2,808 | $6,467-56.6% | $5,601-49.9% | $6,401-56.1% |
| Admin fee / account holder | $288 | $13,593-97.9% | $10,328-97.2% | $11,429-97.5% |