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 | $151,795 | $167,352-9.3% | $143,788+5.6% | $134,509+12.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.33% | 0.47%-15.8pp | -0.03%-15.3pp | 418.13%-433.5pp |
| Employer contribution / active EE | $15,057 | $5,620+167.9% | $4,952+204.1% | $4,741+217.6% |
| Participant deferral / active EE | $6,692 | $6,447+3.8% | $5,638+18.7% | $6,400+4.6% |
| Admin fee / account holder | $255 | $18,091-98.6% | $14,675-98.3% | $11,427-97.8% |