Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,326 | $105,866-25.1% | $90,766-12.6% | $134,545-41.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.68% | -10.99%-0.7pp | -12.16%+0.5pp | 418.37%-430.0pp |
| Employer contribution / active EE | $12,851 | $3,464+271.0% | $2,922+339.8% | $4,742+171.0% |
| Participant deferral / active EE | $5,474 | $5,217+4.9% | $4,565+19.9% | $6,401-14.5% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |