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 | $108,902 | $135,645-19.7% | $110,243-1.2% | $135,379-19.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.43% | 513.24%-513.7pp | 314.76%-315.2pp | 519.79%-520.2pp |
| Employer contribution / active EE | $2,121 | $4,907-56.8% | $3,827-44.6% | $4,779-55.6% |
| Participant deferral / active EE | $7,000 | $5,507+27.1% | $4,672+49.8% | $5,609+24.8% |
| Admin fee / account holder | $222 | $11,458-98.1% | $8,548-97.4% | $10,828-97.9% |