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 | $55,959 | $133,981-58.2% | $112,249-50.1% | $134,532-58.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.63% | 47.16%-65.8pp | 27.48%-46.1pp | 418.27%-436.9pp |
| Employer contribution / active EE | $7,827 | $4,040+93.7% | $3,636+115.2% | $4,741+65.1% |
| Participant deferral / active EE | $6,661 | $5,292+25.9% | $4,729+40.9% | $6,401+4.1% |
| Admin fee / account holder | $214 | $7,492-97.1% | $6,412-96.7% | $11,429-98.1% |