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 | $156,910 | $167,362-6.2% | $143,799+9.1% | $134,532+16.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.98% | 0.47%-14.5pp | -0.04%-13.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $2,055 | $5,620-63.4% | $4,952-58.5% | $4,741-56.7% |
| Participant deferral / active EE | $4,800 | $6,447-25.6% | $5,638-14.9% | $6,401-25.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |