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 | $132,504 | $138,075-4.0% | $123,552+7.2% | $135,379-2.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -5.66% | 153.70%-159.4pp | 119.20%-124.9pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,645 | $5,152-68.1% | $4,628-64.4% | $4,779-65.6% |
| Participant deferral / active EE | $8,490 | $6,800+24.9% | $6,426+32.1% | $5,609+51.4% |
| Admin fee / account holder | $179 | $10,917-98.4% | $9,285-98.1% | $10,828-98.3% |