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 | $133,480 | $154,193-13.4% | $130,045+2.6% | $139,466-4.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.24% | 32.51%-16.3pp | -137.30%+153.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $13,979 | $5,292+164.2% | $4,321+223.5% | $4,754+194.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $40 | $13,989-99.7% | $10,600-99.6% | $11,409-99.6% |