Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,022 | $82,678-12.9% | $125,391-42.6% | $68,490+5.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.88% | -5.97%-4.9pp | 572.41%-583.3pp | -7.85%-3.0pp |
| Employer contribution / active EE | $11,675 | $3,382+245.2% | $4,816+142.4% | $2,597+349.6% |
| Participant deferral / active EE | $13,005 | $6,111+112.8% | $7,448+74.6% | $4,028+222.9% |
| Admin fee / account holder | $286 | $6,277-95.4% | $10,009-97.1% | $5,403-94.7% |