Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,592 | $95,915-21.2% | $79,580-5.0% | $134,532-43.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.04% | -2.71%-15.3pp | 0.15%-18.2pp | 418.27%-436.3pp |
| Employer contribution / active EE | $11,541 | $3,129+268.9% | $2,413+378.2% | $4,741+143.4% |
| Participant deferral / active EE | $7,550 | $4,693+60.9% | $3,985+89.4% | $6,401+18.0% |
| Admin fee / account holder | $150 | $9,132-98.4% | $6,835-97.8% | $11,429-98.7% |