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 | $98,489 | $75,962+29.7% | $154,111-36.1% | $64,173+53.5% |
| Participation rate | 70.0% | 70.4%-0.4pp | 83.0%-13.0pp | 69.6%+0.4pp |
| Annual return | -6.87% | 30.32%-37.2pp | 735.18%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,399 | $3,350-58.2% | $5,298-73.6% | $2,381-41.2% |
| Participant deferral / active EE | $2,694 | $3,175-15.1% | $5,081-47.0% | $3,470-22.3% |
| Admin fee / account holder | $49 | $5,589-99.1% | $13,411-99.6% | $4,887-99.0% |