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 | $48,060 | $127,387-62.3% | $115,038-58.2% | $125,389-61.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.13% | 31.28%-34.4pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $9,892 | $5,166+91.5% | $4,608+114.7% | $4,866+103.3% |
| Participant deferral / active EE | $9,839 | $6,423+53.2% | $6,026+63.3% | $5,352+83.9% |
| Admin fee / account holder | $80 | $9,516-99.2% | $8,175-99.0% | $9,541-99.2% |