Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,968 | $158,852-12.5% | $121,220+14.6% | $135,380+2.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.40% | -0.64%-4.8pp | 16.94%-22.3pp | 519.81%-525.2pp |
| Employer contribution / active EE | $12,500 | $5,666+120.6% | $4,023+210.7% | $4,779+161.6% |
| Participant deferral / active EE | $18,500 | $4,006+361.9% | $3,345+453.0% | $5,609+229.8% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |