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 | $111,669 | $127,096-12.1% | $105,736+5.6% | $135,380-17.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.10% | 4.49%-10.6pp | 6.27%-12.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $19,320 | $4,107+370.4% | $3,268+491.1% | $4,779+304.3% |
| Participant deferral / active EE | $12,850 | $5,064+153.7% | $4,080+215.0% | $5,609+129.1% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |