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 | $118,282 | $160,059-26.1% | $140,019-15.5% | $135,382-12.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -5.35% | 911.44%-916.8pp | 651.15%-656.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $4,768 | $6,420-25.7% | $5,605-14.9% | $4,779-0.2% |
| Participant deferral / active EE | $10,847 | $7,641+42.0% | $6,927+56.6% | $5,609+93.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |