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 | $94,968 | $152,542-37.7% | $117,498-19.2% | $134,509-29.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.61% | 53.02%-66.6pp | 29.75%-43.4pp | 418.13%-431.7pp |
| Employer contribution / active EE | $4,078 | $5,574-26.8% | $4,178-2.4% | $4,741-14.0% |
| Participant deferral / active EE | $7,105 | $4,819+47.4% | $4,071+74.5% | $6,400+11.0% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |