Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,751 | $97,020+48.2% | $83,322+72.5% | $135,379+6.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -4.59% | 12.31%-16.9pp | 10.64%-15.2pp | 519.79%-524.4pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,893 | $5,964+82.6% | $5,565+95.7% | $5,609+94.2% |
| Admin fee / account holder | $34 | $8,426-99.6% | $7,540-99.6% | $10,828-99.7% |