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 | $129,773 | $100,811+28.7% | $86,698+49.7% | $134,545-3.5% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -14.67% | 29.11%-43.8pp | 35.96%-50.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $11,289 | $3,490+223.5% | $2,837+297.9% | $4,742+138.1% |
| Participant deferral / active EE | $3,423 | $5,339-35.9% | $4,656-26.5% | $6,401-46.5% |
| Admin fee / account holder | $12 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |