Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,074 | $82,314+22.8% | $68,808+46.9% | $134,532-24.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.47% | -2.18%-14.3pp | -6.37%-10.1pp | 418.27%-434.7pp |
| Employer contribution / active EE | $11,643 | $3,301+252.7% | $2,656+338.4% | $4,741+145.6% |
| Participant deferral / active EE | $2,434 | $4,740-48.6% | $3,942-38.2% | $6,401-62.0% |
| Admin fee / account holder | $61 | $6,484-99.1% | $4,936-98.8% | $11,429-99.5% |