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 | $67,055 | $99,032-32.3% | $80,022-16.2% | $135,380-50.5% |
| Participation rate | 78.6% | 78.4%+0.2pp | 75.8%+2.7pp | 82.6%-4.1pp |
| Annual return | -6.84% | 15.39%-22.2pp | 11.22%-18.1pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,479 | $3,043-18.6% | $2,468+0.4% | $4,779-48.1% |
| Participant deferral / active EE | $9,547 | $4,282+122.9% | $3,686+159.0% | $5,609+70.2% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |