Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,059 | $105,867-25.3% | $90,760-12.9% | $134,532-41.2% |
| Participation rate | 86.4% | 78.3%+8.1pp | 75.7%+10.7pp | 81.2%+5.1pp |
| Annual return | -17.47% | -10.99%-6.5pp | -12.16%-5.3pp | 418.27%-435.7pp |
| Employer contribution / active EE | $4,488 | $3,464+29.6% | $2,922+53.6% | $4,741-5.3% |
| Participant deferral / active EE | $3,006 | $5,217-42.4% | $4,565-34.2% | $6,401-53.0% |
| Admin fee / account holder | $166 | $13,936-98.8% | $8,444-98.0% | $11,429-98.5% |