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 | $102,213 | $158,827-35.6% | $121,208-15.7% | $135,382-24.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.56% | -0.64%-4.9pp | 16.93%-22.5pp | 519.77%-525.3pp |
| Employer contribution / active EE | $12,760 | $5,666+125.2% | $4,023+217.2% | $4,779+167.0% |
| Participant deferral / active EE | $7,129 | $4,006+78.0% | $3,345+113.1% | $5,609+27.1% |
| Admin fee / account holder | $24 | $6,514-99.6% | $5,020-99.5% | $10,829-99.8% |