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 | $101,071 | $211,946-52.3% | $169,452-40.4% | $135,379-25.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.01% | 3.26%-11.3pp | 1.83%-9.8pp | 519.79%-527.8pp |
| Employer contribution / active EE | $4,000 | $5,117-21.8% | $4,157-3.8% | $4,779-16.3% |
| Participant deferral / active EE | $5,438 | $6,075-10.5% | $5,277+3.1% | $5,609-3.0% |
| Admin fee / account holder | $151 | $11,472-98.7% | $9,110-98.3% | $10,828-98.6% |