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 | $48,662 | $168,635-71.1% | $147,617-67.0% | $125,389-61.2% |
| Participation rate | 88.2% | 88.8%-0.5pp | 84.6%+3.6pp | 83.2%+5.0pp |
| Annual return | -2.18% | 77.65%-79.8pp | 61.98%-64.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $7,337 | $6,252+17.3% | $5,564+31.8% | $4,866+50.8% |
| Participant deferral / active EE | $7,801 | $5,507+41.7% | $4,895+59.4% | $5,352+45.8% |
| Admin fee / account holder | $239 | $13,580-98.2% | $11,612-97.9% | $9,541-97.5% |