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 | $234,199 | $167,353+39.9% | $143,797+62.9% | $134,545+74.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.55% | 0.48%-15.0pp | -0.04%-14.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $5,484 | $5,620-2.4% | $4,952+10.7% | $4,742+15.7% |
| Participant deferral / active EE | $14,307 | $6,447+121.9% | $5,638+153.7% | $6,401+123.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |