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 | $131,836 | $160,059-17.6% | $140,019-5.8% | $135,379-2.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -6.23% | 911.44%-917.7pp | 651.15%-657.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $2,136 | $6,420-66.7% | $5,605-61.9% | $4,779-55.3% |
| Participant deferral / active EE | $5,876 | $7,641-23.1% | $6,927-15.2% | $5,609+4.8% |
| Admin fee / account holder | $30 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |