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 | $150,482 | $131,835+14.1% | $108,582+38.6% | $273,972-45.1% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 5.76% | -91.57%+97.3pp | -51.70%+57.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,542 | $4,913-68.6% | $3,758-59.0% | $4,869-68.3% |
| Participant deferral / active EE | $4,577 | $5,127-10.7% | $4,311+6.2% | $5,287-13.4% |
| Admin fee / account holder | $231 | $10,253-97.7% | $7,645-97.0% | $10,133-97.7% |