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 | $134,342 | $167,362-19.7% | $143,799-6.6% | $134,532-0.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.98% | 0.47%-11.5pp | -0.04%-10.9pp | 418.27%-429.2pp |
| Employer contribution / active EE | $5,500 | $5,620-2.1% | $4,952+11.1% | $4,741+16.0% |
| Participant deferral / active EE | $9,769 | $6,447+51.5% | $5,638+73.3% | $6,401+52.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |