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 | $113,904 | $135,645-16.0% | $110,243+3.3% | $135,380-15.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.10% | 513.24%-518.3pp | 314.76%-319.9pp | 519.81%-524.9pp |
| Employer contribution / active EE | $1,797 | $4,907-63.4% | $3,827-53.0% | $4,779-62.4% |
| Participant deferral / active EE | $4,763 | $5,507-13.5% | $4,672+1.9% | $5,609-15.1% |
| Admin fee / account holder | $7 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |