Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,743 | $142,392-33.5% | $119,622-20.8% | $134,532-29.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.14% | -12.46%-2.7pp | -14.98%-0.2pp | 418.27%-433.4pp |
| Employer contribution / active EE | $25,518 | $5,224+388.5% | $4,232+502.9% | $4,741+438.2% |
| Participant deferral / active EE | $10,250 | $6,467+58.5% | $5,601+83.0% | $6,401+60.1% |
| Admin fee / account holder | $68 | $13,593-99.5% | $10,328-99.3% | $11,429-99.4% |