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 | $125,146 | $84,518+48.1% | $67,704+84.8% | $125,388-0.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.30% | 2.57%-2.3pp | 25.41%-25.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $5,559 | $3,292+68.9% | $2,559+117.2% | $4,866+14.2% |
| Participant deferral / active EE | $7,421 | $4,430+67.5% | $3,585+107.0% | $5,352+38.7% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |