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 | $135,180 | $154,193-12.3% | $130,045+3.9% | $139,466-3.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.40% | 32.51%-10.1pp | -137.30%+159.7pp | 373.66%-351.3pp |
| Employer contribution / active EE | $2,608 | $5,292-50.7% | $4,321-39.7% | $4,754-45.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $19 | $13,989-99.9% | $10,600-99.8% | $11,409-99.8% |