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 | $129,303 | $142,392-9.2% | $119,622+8.1% | $134,532-3.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.48% | -12.46%-2.0pp | -14.98%+0.5pp | 418.27%-432.7pp |
| Employer contribution / active EE | $4,454 | $5,224-14.7% | $4,232+5.2% | $4,741-6.1% |
| Participant deferral / active EE | $10,740 | $6,467+66.1% | $5,601+91.8% | $6,401+67.8% |
| Admin fee / account holder | $253 | $13,593-98.1% | $10,328-97.6% | $11,429-97.8% |