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 | $45,392 | $180,459-74.8% | $154,108-70.5% | $135,380-66.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.13% | 888.21%-891.3pp | 735.21%-738.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $2,923 | $6,035-51.6% | $5,298-44.8% | $4,779-38.8% |
| Participant deferral / active EE | $2,564 | $5,806-55.8% | $5,081-49.5% | $5,609-54.3% |
| Admin fee / account holder | $62 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |