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 | $68,087 | $167,323-59.3% | $143,770-52.6% | $134,493-49.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.15% | 0.47%-18.6pp | -0.04%-18.1pp | 418.01%-436.2pp |
| Employer contribution / active EE | $3,709 | $5,619-34.0% | $4,951-25.1% | $4,740-21.7% |
| Participant deferral / active EE | $4,793 | $6,446-25.6% | $5,638-15.0% | $6,400-25.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |