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 | $66,009 | $87,016-24.1% | $63,244+4.4% | $125,389-47.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 1.20% | 21.71%-20.5pp | -70.31%+71.5pp | 282.24%-281.0pp |
| Employer contribution / active EE | $15,705 | $3,601+336.1% | $2,322+576.4% | $4,866+222.7% |
| Participant deferral / active EE | $12,067 | $3,939+206.3% | $2,953+308.6% | $5,352+125.5% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |