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 | $100,108 | $93,124+7.5% | $77,100+29.8% | $134,545-25.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.35% | 62.68%-71.0pp | 42.35%-50.7pp | 418.37%-426.7pp |
| Employer contribution / active EE | $1,855 | $3,421-45.8% | $2,815-34.1% | $4,742-60.9% |
| Participant deferral / active EE | $4,585 | $5,242-12.5% | $4,430+3.5% | $6,401-28.4% |
| Admin fee / account holder | $111 | $6,970-98.4% | $5,443-98.0% | $11,431-99.0% |