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 | $80,486 | $127,387-36.8% | $115,038-30.0% | $125,389-35.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -3.26% | 31.28%-34.5pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,385 | $5,166-53.8% | $4,608-48.2% | $4,866-51.0% |
| Participant deferral / active EE | $5,921 | $6,423-7.8% | $6,026-1.7% | $5,352+10.6% |
| Admin fee / account holder | $88 | $9,516-99.1% | $8,175-98.9% | $9,541-99.1% |