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 | $127,106 | $133,981-5.1% | $112,249+13.2% | $134,532-5.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.93% | 47.16%-60.1pp | 27.48%-40.4pp | 418.27%-431.2pp |
| Employer contribution / active EE | $17,698 | $4,040+338.1% | $3,636+386.7% | $4,741+273.3% |
| Participant deferral / active EE | $3,796 | $5,292-28.3% | $4,729-19.7% | $6,401-40.7% |
| Admin fee / account holder | $27 | $7,492-99.6% | $6,412-99.6% | $11,429-99.8% |