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 | $41,690 | $133,981-68.9% | $112,249-62.9% | $134,532-69.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.41% | 47.16%-65.6pp | 27.48%-45.9pp | 418.27%-436.7pp |
| Employer contribution / active EE | $13,431 | $4,040+232.5% | $3,636+269.4% | $4,741+183.3% |
| Participant deferral / active EE | $10,975 | $5,292+107.4% | $4,729+132.1% | $6,401+71.5% |
| Admin fee / account holder | $118 | $7,492-98.4% | $6,412-98.2% | $11,429-99.0% |