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 | $139,590 | $95,979+45.4% | $74,551+87.2% | $135,380+3.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.14% | 56.97%-62.1pp | 32.53%-37.7pp | 519.81%-524.9pp |
| Employer contribution / active EE | $7,948 | $2,716+192.6% | $1,961+305.3% | $4,779+66.3% |
| Participant deferral / active EE | $5,207 | $3,844+35.5% | $3,108+67.5% | $5,609-7.2% |
| Admin fee / account holder | $212 | $6,522-96.8% | $5,059-95.8% | $10,828-98.0% |