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 | $138,013 | $160,059-13.8% | $140,019-1.4% | $135,379+1.9% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.5%-10.6pp | 82.6%-5.7pp |
| Annual return | -4.86% | 911.44%-916.3pp | 651.15%-656.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $3,639 | $6,420-43.3% | $5,605-35.1% | $4,779-23.8% |
| Participant deferral / active EE | $6,357 | $7,641-16.8% | $6,927-8.2% | $5,609+13.3% |
| Admin fee / account holder | $16 | $13,328-99.9% | $10,705-99.8% | $10,828-99.8% |