Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,500 | $167,323-62.0% | $143,770-55.8% | $134,493-52.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.36% | 0.47%-10.8pp | -0.04%-10.3pp | 418.01%-428.4pp |
| Employer contribution / active EE | $14,513 | $5,619+158.3% | $4,951+193.1% | $4,740+206.2% |
| Participant deferral / active EE | $9,000 | $6,446+39.6% | $5,638+59.6% | $6,400+40.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |