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 | $92,020 | $113,338-18.8% | $94,993-3.1% | $147,585-37.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 6.84% | 20.80%-14.0pp | 27.14%-20.3pp | 578.58%-571.7pp |
| Employer contribution / active EE | $416 | $3,160-86.9% | $2,603-84.0% | $4,876-91.5% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3 | $6,063-100.0% | $4,960-99.9% | $10,886-100.0% |