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 | $93,502 | $138,102-32.3% | $125,381-25.4% | $134,532-30.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -12.20% | 750.73%-762.9pp | 572.31%-584.5pp | 418.27%-430.5pp |
| Employer contribution / active EE | $2,330 | $5,245-55.6% | $4,815-51.6% | $4,741-50.9% |
| Participant deferral / active EE | $8,343 | $7,801+7.0% | $7,448+12.0% | $6,401+30.3% |
| Admin fee / account holder | $171 | $11,568-98.5% | $10,007-98.3% | $11,429-98.5% |