Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,408 | $167,353-5.3% | $143,797+10.2% | $134,545+17.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.48% | 0.48%-16.0pp | -0.04%-15.4pp | 418.37%-433.9pp |
| Employer contribution / active EE | $7,319 | $5,620+30.2% | $4,952+47.8% | $4,742+54.4% |
| Participant deferral / active EE | $6,667 | $6,447+3.4% | $5,638+18.2% | $6,401+4.1% |
| Admin fee / account holder | $186 | $18,096-99.0% | $14,679-98.7% | $11,431-98.4% |