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 | $214,972 | $167,362+28.4% | $143,799+49.5% | $134,532+59.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.60% | 0.47%-20.1pp | -0.04%-19.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $9,447 | $5,620+68.1% | $4,952+90.8% | $4,741+99.3% |
| Participant deferral / active EE | $8,726 | $6,447+35.3% | $5,638+54.8% | $6,401+36.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |