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 | $119,227 | $127,096-6.2% | $105,736+12.8% | $135,380-11.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.05% | 4.49%-12.5pp | 6.27%-14.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $11,507 | $4,107+180.2% | $3,268+252.1% | $4,779+140.8% |
| Participant deferral / active EE | $17,868 | $5,064+252.8% | $4,080+338.0% | $5,609+218.6% |
| Admin fee / account holder | $251 | $9,087-97.2% | $6,913-96.4% | $10,828-97.7% |