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 | $88,595 | $167,362-47.1% | $143,799-38.4% | $134,532-34.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.41% | 0.47%-12.9pp | -0.04%-12.4pp | 418.27%-430.7pp |
| Employer contribution / active EE | $2,483 | $5,620-55.8% | $4,952-49.9% | $4,741-47.6% |
| Participant deferral / active EE | $14,417 | $6,447+123.6% | $5,638+155.7% | $6,401+125.2% |
| Admin fee / account holder | $13 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |