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 | $153,772 | $142,361+8.0% | $119,608+28.6% | $134,509+14.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.61% | -12.46%+6.9pp | -14.98%+9.4pp | 418.13%-423.7pp |
| Employer contribution / active EE | $6,711 | $5,224+28.5% | $4,232+58.6% | $4,741+41.6% |
| Participant deferral / active EE | $18,000 | $6,468+178.3% | $5,601+221.3% | $6,400+181.2% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |