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 | $101,762 | $69,518+46.4% | $59,887+69.9% | $135,379-24.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.78% | 7.95%-14.7pp | 3.46%-10.2pp | 519.79%-526.6pp |
| Employer contribution / active EE | $3,243 | $3,235+0.3% | $2,722+19.1% | $4,779-32.1% |
| Participant deferral / active EE | $10,257 | $4,204+144.0% | $3,402+201.5% | $5,609+82.9% |
| Admin fee / account holder | $55 | $5,734-99.0% | $3,591-98.5% | $10,828-99.5% |