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 | $60,138 | $84,685-29.0% | $73,836-18.6% | $125,389-52.0% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.4%+4.3pp | 83.2%-5.4pp |
| Annual return | 1.16% | 3123.80%-3122.6pp | 2268.06%-2266.9pp | 282.24%-281.1pp |
| Employer contribution / active EE | $3,391 | $3,123+8.6% | $2,787+21.7% | $4,866-30.3% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |