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 | $92,145 | $83,908+9.8% | $68,509+34.5% | $125,389-26.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.11% | 14.48%-15.6pp | 8.27%-9.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $4,641 | $3,031+53.1% | $2,278+103.8% | $4,866-4.6% |
| Participant deferral / active EE | $3,995 | $4,125-3.1% | $3,382+18.1% | $5,352-25.3% |
| Admin fee / account holder | $18 | $8,982-99.8% | $5,275-99.7% | $9,541-99.8% |