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 | $129,634 | $142,392-9.0% | $119,622+8.4% | $134,532-3.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.56% | -12.46%-3.1pp | -14.98%-0.6pp | 418.27%-433.8pp |
| Employer contribution / active EE | $12,950 | $5,224+147.9% | $4,232+206.0% | $4,741+173.1% |
| Participant deferral / active EE | $9,950 | $6,467+53.9% | $5,601+77.7% | $6,401+55.4% |
| Admin fee / account holder | $137 | $13,593-99.0% | $10,328-98.7% | $11,429-98.8% |