Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,705 | $142,409-58.8% | $119,634-50.9% | $134,545-56.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.44% | -12.46%-5.0pp | -14.98%-2.5pp | 418.37%-435.8pp |
| Employer contribution / active EE | $16,450 | $5,224+214.9% | $4,232+288.7% | $4,742+246.9% |
| Participant deferral / active EE | $10,670 | $6,468+65.0% | $5,601+90.5% | $6,401+66.7% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |