Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,072 | $167,522-43.2% | $151,639-37.3% | $134,532-29.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.23% | 7.81%-26.0pp | 3.34%-21.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $6,946 | $6,828+1.7% | $6,165+12.7% | $4,741+46.5% |
| Participant deferral / active EE | $14,540 | $8,986+61.8% | $8,363+73.9% | $6,401+127.2% |
| Admin fee / account holder | $20 | $13,780-99.9% | $11,613-99.8% | $11,429-99.8% |