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 | $185,458 | $73,848+151.1% | $143,799+29.0% | $68,486+170.8% |
| Participation rate | 81.3% | 66.7%+14.6pp | 80.3%+0.9pp | 67.9%+13.4pp |
| Annual return | -14.46% | 0.91%-15.4pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,153 | $3,184-32.4% | $4,952-56.5% | $2,597-17.1% |
| Participant deferral / active EE | $6,799 | $3,385+100.9% | $5,638+20.6% | $4,028+68.8% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |