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 | $88,822 | $142,409-37.6% | $119,634-25.8% | $134,545-34.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.47% | -12.46%0pp | -14.98%+2.5pp | 418.37%-430.8pp |
| Employer contribution / active EE | $10,907 | $5,224+108.8% | $4,232+157.7% | $4,742+130.0% |
| Participant deferral / active EE | $8,166 | $6,468+26.3% | $5,601+45.8% | $6,401+27.6% |
| Admin fee / account holder | $55 | $13,594-99.6% | $10,329-99.5% | $11,431-99.5% |