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 | $137,423 | $167,362-17.9% | $143,799-4.4% | $134,532+2.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.98% | 0.47%-19.5pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $2,519 | $5,620-55.2% | $4,952-49.1% | $4,741-46.9% |
| Participant deferral / active EE | $6,877 | $6,447+6.7% | $5,638+22.0% | $6,401+7.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |