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 | $126,086 | $168,635-25.2% | $147,617-14.6% | $125,389+0.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.52% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,951 | $6,252-52.8% | $5,564-47.0% | $4,866-39.4% |
| Participant deferral / active EE | $11,150 | $5,507+102.5% | $4,895+127.8% | $5,352+108.3% |
| Admin fee / account holder | $40 | $13,580-99.7% | $11,612-99.7% | $9,541-99.6% |