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 | $95,404 | $211,946-55.0% | $169,452-43.7% | $135,380-29.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.24% | 3.26%-3.5pp | 1.83%-2.1pp | 519.81%-520.0pp |
| Employer contribution / active EE | $4,530 | $5,117-11.5% | $4,157+9.0% | $4,779-5.2% |
| Participant deferral / active EE | $3,658 | $6,075-39.8% | $5,277-30.7% | $5,609-34.8% |
| Admin fee / account holder | $272 | $11,472-97.6% | $9,110-97.0% | $10,828-97.5% |