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 | $124,903 | $84,518+47.8% | $67,704+84.5% | $125,389-0.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.22% | 2.57%-2.8pp | 25.41%-25.6pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,840 | $3,292-13.7% | $2,559+10.9% | $4,866-41.6% |
| Participant deferral / active EE | $5,504 | $4,430+24.2% | $3,585+53.5% | $5,352+2.8% |
| Admin fee / account holder | $8 | $5,340-99.9% | $4,255-99.8% | $9,541-99.9% |