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 | $140,466 | $48,274+191.0% | $63,244+122.1% | $59,633+135.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.25% | -240.79%+241.0pp | -70.31%+70.6pp | 2041.40%-2041.1pp |
| Employer contribution / active EE | $2,512 | $1,586+58.4% | $2,322+8.2% | $2,203+14.1% |
| Participant deferral / active EE | $1,711 | $2,343-27.0% | $2,953-42.1% | $3,192-46.4% |
| Admin fee / account holder | $286 | $3,600-92.1% | $5,893-95.2% | $4,297-93.4% |