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 | $58,557 | $135,645-56.8% | $110,243-46.9% | $135,380-56.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.00% | 513.24%-514.2pp | 314.76%-315.8pp | 519.81%-520.8pp |
| Employer contribution / active EE | $7,909 | $4,907+61.2% | $3,827+106.7% | $4,779+65.5% |
| Participant deferral / active EE | $4,083 | $5,507-25.9% | $4,672-12.6% | $5,609-27.2% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |