Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,336 | $167,362-41.2% | $143,799-31.6% | $134,532-26.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.47% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $4,350 | $5,620-22.6% | $4,952-12.2% | $4,741-8.2% |
| Participant deferral / active EE | $12,117 | $6,447+87.9% | $5,638+114.9% | $6,401+89.3% |
| Admin fee / account holder | $298 | $18,094-98.4% | $14,677-98.0% | $11,429-97.4% |