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 | $64,059 | $69,745-8.2% | $67,511-5.1% | $74,546-14.1% |
| Participation rate | 95.1% | 71.3%+23.8pp | 72.9%+22.2pp | 67.2%+27.9pp |
| Annual return | 15.78% | -40.37%+56.2pp | 3517.41%-3501.6pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $2,177 | $2,705-19.5% | $2,733-20.3% | $2,624-17.0% |
| Participant deferral / active EE | $1,846 | $3,636-49.2% | $4,000-53.9% | $4,347-57.5% |
| Admin fee / account holder | $0 | $894-99.9% | $3,999-100.0% | $1,944-100.0% |