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 | $114,197 | $134,001-14.8% | $112,258+1.7% | $134,509-15.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.10% | 47.15%-63.2pp | 27.47%-43.6pp | 418.13%-434.2pp |
| Employer contribution / active EE | $4,113 | $4,039+1.8% | $3,636+13.1% | $4,741-13.2% |
| Participant deferral / active EE | $9,660 | $5,291+82.6% | $4,728+104.3% | $6,400+50.9% |
| Admin fee / account holder | $183 | $7,491-97.6% | $6,411-97.1% | $11,427-98.4% |