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 | $195,652 | $167,362+16.9% | $143,799+36.1% | $134,532+45.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.89% | 0.47%-20.4pp | -0.04%-19.8pp | 418.27%-438.2pp |
| Employer contribution / active EE | $10,635 | $5,620+89.2% | $4,952+114.8% | $4,741+124.3% |
| Participant deferral / active EE | $7,101 | $6,447+10.1% | $5,638+25.9% | $6,401+10.9% |
| Admin fee / account holder | $152 | $18,094-99.2% | $14,677-99.0% | $11,429-98.7% |