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 | $100,984 | $75,832+33.2% | $147,617-31.6% | $59,633+69.3% |
| Participation rate | 93.3% | 71.6%+21.8pp | 84.6%+8.7pp | 68.7%+24.7pp |
| Annual return | -0.24% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $4,783 | $3,485+37.3% | $5,564-14.0% | $2,203+117.2% |
| Participant deferral / active EE | $7,286 | $3,131+132.8% | $4,895+48.8% | $3,192+128.3% |
| Admin fee / account holder | $256 | $5,986-95.7% | $11,612-97.8% | $4,297-94.0% |