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 | $156,426 | $75,832+106.3% | $147,617+6.0% | $59,633+162.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.41% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $5,413 | $3,485+55.3% | $5,564-2.7% | $2,203+145.8% |
| Participant deferral / active EE | $4,482 | $3,131+43.2% | $4,895-8.4% | $3,192+40.4% |
| Admin fee / account holder | $265 | $5,986-95.6% | $11,612-97.7% | $4,297-93.8% |