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 | $187,580 | $142,392+31.7% | $119,622+56.8% | $134,532+39.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.36% | -12.46%+1.1pp | -14.98%+3.6pp | 418.27%-429.6pp |
| Employer contribution / active EE | $22,000 | $5,224+321.2% | $4,232+419.8% | $4,741+364.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23 | $13,593-99.8% | $10,328-99.8% | $11,429-99.8% |