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 | $82,449 | $167,362-50.7% | $143,799-42.7% | $134,532-38.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.06% | 0.47%-14.5pp | -0.04%-14.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $6,790 | $5,620+20.8% | $4,952+37.1% | $4,741+43.2% |
| Participant deferral / active EE | $4,874 | $6,447-24.4% | $5,638-13.6% | $6,401-23.9% |
| Admin fee / account holder | $241 | $18,094-98.7% | $14,677-98.4% | $11,429-97.9% |