Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,584 | $133,998-33.9% | $112,263-21.1% | $134,545-34.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.38% | 47.17%-61.5pp | 27.49%-41.9pp | 418.37%-432.7pp |
| Employer contribution / active EE | $43,691 | $4,040+981.4% | $3,636+1101.6% | $4,742+821.4% |
| Participant deferral / active EE | $28,880 | $5,292+445.7% | $4,729+510.7% | $6,401+351.2% |
| Admin fee / account holder | $20 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |