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 | $124,124 | $95,895+29.4% | $79,576+56.0% | $134,509-7.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.73% | -2.72%-15.0pp | 0.15%-17.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $8,878 | $3,128+183.8% | $2,413+267.9% | $4,741+87.3% |
| Participant deferral / active EE | $12,102 | $4,693+157.9% | $3,985+203.7% | $6,400+89.1% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |