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 | $75,291 | $211,946-64.5% | $169,452-55.6% | $135,380-44.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.65% | 3.26%-9.9pp | 1.83%-8.5pp | 519.81%-526.5pp |
| Employer contribution / active EE | $11,903 | $5,117+132.6% | $4,157+186.3% | $4,779+149.1% |
| Participant deferral / active EE | $7,000 | $6,075+15.2% | $5,277+32.7% | $5,609+24.8% |
| Admin fee / account holder | $6 | $11,472-100.0% | $9,110-99.9% | $10,828-99.9% |