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 | $115,182 | $167,353-31.2% | $143,797-19.9% | $134,545-14.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.07% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $8,928 | $5,620+58.8% | $4,952+80.3% | $4,742+88.3% |
| Participant deferral / active EE | $5,475 | $6,447-15.1% | $5,638-2.9% | $6,401-14.5% |
| Admin fee / account holder | $86 | $18,096-99.5% | $14,679-99.4% | $11,431-99.3% |