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 | $71,913 | $87,016-17.4% | $63,244+13.7% | $125,388-42.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.88% | 21.71%-20.8pp | -70.31%+71.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $16,724 | $3,601+364.5% | $2,322+620.3% | $4,866+243.7% |
| Participant deferral / active EE | $8,755 | $3,939+122.2% | $2,953+196.5% | $5,352+63.6% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |