Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,681 | $154,193-43.1% | $130,045-32.6% | $139,466-37.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.83% | 32.51%-10.7pp | -137.30%+159.1pp | 373.66%-351.8pp |
| Employer contribution / active EE | $3,750 | $5,292-29.1% | $4,321-13.2% | $4,754-21.1% |
| Participant deferral / active EE | $28,000 | $6,709+317.4% | $5,820+381.1% | $6,712+317.2% |
| Admin fee / account holder | $66 | $13,989-99.5% | $10,600-99.4% | $11,409-99.4% |