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 | $140,840 | $167,533-15.9% | $151,645-7.1% | $134,545+4.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.20% | 7.81%-21.0pp | 3.34%-16.5pp | 418.37%-431.6pp |
| Employer contribution / active EE | $10,738 | $6,828+57.3% | $6,165+74.2% | $4,742+126.5% |
| Participant deferral / active EE | $13,802 | $8,985+53.6% | $8,363+65.0% | $6,401+115.6% |
| Admin fee / account holder | $19 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |