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 | $129,100 | $97,881+31.9% | $80,004+61.4% | $125,389+3.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -1.96% | 9.36%-11.3pp | 7.63%-9.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $13,863 | $3,128+343.3% | $2,473+460.7% | $4,866+184.9% |
| Participant deferral / active EE | $10,271 | $3,744+174.3% | $3,204+220.6% | $5,352+91.9% |
| Admin fee / account holder | $37 | $6,278-99.4% | $5,033-99.3% | $9,541-99.6% |