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 | $115,929 | $176,402-34.3% | $134,162-13.6% | $158,966-27.1% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 19.66% | 63.66%-44.0pp | 36.35%-16.7pp | 302.95%-283.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,855 | $4,093-30.2% | $3,500-18.4% | $5,983-52.3% |
| Admin fee / account holder | $80 | $8,719-99.1% | $6,685-98.8% | $11,250-99.3% |