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 | $96,227 | $168,635-42.9% | $147,617-34.8% | $125,389-23.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.94% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,617 | $6,252-74.1% | $5,564-70.9% | $4,866-66.8% |
| Participant deferral / active EE | $3,133 | $5,507-43.1% | $4,895-36.0% | $5,352-41.5% |
| Admin fee / account holder | $42 | $13,580-99.7% | $11,612-99.6% | $9,541-99.6% |