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 | $163,446 | $95,915+70.4% | $79,580+105.4% | $134,532+21.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.29% | -2.71%-12.6pp | 0.15%-15.4pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,643 | $3,129-47.5% | $2,413-31.9% | $4,741-65.3% |
| Participant deferral / active EE | $2,123 | $4,693-54.8% | $3,985-46.7% | $6,401-66.8% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |