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 | $75,932 | $129,959-41.6% | $104,301-27.2% | $134,532-43.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.96% | 42.04%-58.0pp | 24.61%-40.6pp | 418.27%-434.2pp |
| Employer contribution / active EE | $8,680 | $4,185+107.4% | $3,373+157.4% | $4,741+83.1% |
| Participant deferral / active EE | $2,880 | $5,589-48.5% | $4,626-37.7% | $6,401-55.0% |
| Admin fee / account holder | $60 | $9,325-99.4% | $7,340-99.2% | $11,429-99.5% |