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 | $123,206 | $135,645-9.2% | $110,243+11.8% | $135,379-9.0% |
| Participation rate | 92.3% | 83.5%+8.8pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | -5.79% | 513.24%-519.0pp | 314.76%-320.5pp | 519.79%-525.6pp |
| Employer contribution / active EE | $14,938 | $4,907+204.4% | $3,827+290.4% | $4,779+212.6% |
| Participant deferral / active EE | $5,180 | $5,507-5.9% | $4,672+10.9% | $5,609-7.6% |
| Admin fee / account holder | $7 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |