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 | $98,747 | $180,459-45.3% | $154,108-35.9% | $135,380-27.1% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -7.61% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,646 | $6,035-72.7% | $5,298-68.9% | $4,779-65.6% |
| Participant deferral / active EE | $4,094 | $5,806-29.5% | $5,081-19.4% | $5,609-27.0% |
| Admin fee / account holder | $37 | $16,145-99.8% | $13,411-99.7% | $10,828-99.7% |