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 | $124,683 | $154,145-19.1% | $130,014-4.1% | $139,427-10.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.24% | 32.49%-14.2pp | -137.22%+155.5pp | 373.27%-355.0pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,320-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,290 | $6,711-65.9% | $5,821-60.7% | $6,711-65.9% |
| Admin fee / account holder | $209 | $14,009-98.5% | $10,616-98.0% | $11,404-98.2% |