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 | $98,653 | $108,942-9.4% | $100,415-1.8% | $145,897-32.4% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 16.73% | 58.27%-41.5pp | 49.47%-32.7pp | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,007 | $8,461+30.1% | $8,091+36.0% | $6,689+64.5% |
| Admin fee / account holder | $129 | $9,702-98.7% | $7,906-98.4% | $13,390-99.0% |