Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,136 | $138,078-60.1% | $125,363-56.0% | $134,509-59.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.98% | 750.49%-752.5pp | 572.15%-574.1pp | 418.13%-420.1pp |
| Employer contribution / active EE | $4,387 | $5,245-16.4% | $4,815-8.9% | $4,741-7.5% |
| Participant deferral / active EE | $3,710 | $7,800-52.4% | $7,447-50.2% | $6,400-42.0% |
| Admin fee / account holder | $236 | $11,566-98.0% | $10,005-97.6% | $11,427-97.9% |