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 | $186,602 | $67,352+177.1% | $60,899+206.4% | $134,509+38.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -17.74% | 49.99%-67.7pp | 16.92%-34.7pp | 418.13%-435.9pp |
| Employer contribution / active EE | $3,637 | $3,098+17.4% | $2,702+34.6% | $4,741-23.3% |
| Participant deferral / active EE | $8,366 | $4,539+84.3% | $3,817+119.2% | $6,400+30.7% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |