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 | $126,418 | $131,835-4.1% | $108,582+16.4% | $273,972-53.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.05% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $31,100 | $4,913+533.1% | $3,758+727.5% | $4,869+538.8% |
| Participant deferral / active EE | $11,858 | $5,127+131.3% | $4,311+175.1% | $5,287+124.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |