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 | $146,702 | $138,075+6.2% | $123,552+18.7% | $135,379+8.4% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -6.45% | 153.70%-160.2pp | 119.20%-125.7pp | 519.79%-526.2pp |
| Employer contribution / active EE | $2,174 | $5,152-57.8% | $4,628-53.0% | $4,779-54.5% |
| Participant deferral / active EE | $6,627 | $6,800-2.5% | $6,426+3.1% | $5,609+18.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |