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 | $78,591 | $211,946-62.9% | $169,452-53.6% | $135,379-41.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.65% | 3.26%-3.9pp | 1.83%-2.5pp | 519.79%-520.4pp |
| Employer contribution / active EE | $19,378 | $5,117+278.7% | $4,157+366.2% | $4,779+305.5% |
| Participant deferral / active EE | $9,250 | $6,075+52.3% | $5,277+75.3% | $5,609+64.9% |
| Admin fee / account holder | $273 | $11,472-97.6% | $9,110-97.0% | $10,828-97.5% |