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 | $105,282 | $138,075-23.8% | $123,552-14.8% | $135,379-22.2% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -5.07% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $3,392 | $5,152-34.2% | $4,628-26.7% | $4,779-29.0% |
| Participant deferral / active EE | $7,266 | $6,800+6.9% | $6,426+13.1% | $5,609+29.5% |
| Admin fee / account holder | $125 | $10,917-98.9% | $9,285-98.7% | $10,828-98.8% |