Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,345 | $105,853+18.4% | $90,752+38.1% | $134,493-6.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.13% | -10.99%-2.1pp | -12.16%-1.0pp | 418.01%-431.1pp |
| Employer contribution / active EE | $15,449 | $3,462+346.2% | $2,921+428.8% | $4,740+225.9% |
| Participant deferral / active EE | $8,185 | $5,216+56.9% | $4,564+79.3% | $6,400+27.9% |
| Admin fee / account holder | $14 | $13,938-99.9% | $8,446-99.8% | $11,425-99.9% |