Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,882 | $90,590+4.7% | $90,782+4.5% | $135,380-29.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -8.14% | -3.40%-4.7pp | -3.42%-4.7pp | 519.81%-527.9pp |
| Employer contribution / active EE | $34,471 | $4,352+692.0% | $4,105+739.7% | $4,779+621.3% |
| Participant deferral / active EE | $25,187 | $5,407+365.9% | $5,366+369.4% | $5,609+349.0% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |