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 | $147,971 | $77,817+90.2% | $123,553+19.8% | $64,173+130.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.01% | 12.49%-18.5pp | 119.21%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $9,410 | $3,014+212.2% | $4,628+103.3% | $2,381+295.2% |
| Participant deferral / active EE | $13,264 | $5,240+153.1% | $6,426+106.4% | $3,470+282.3% |
| Admin fee / account holder | $86 | $5,519-98.4% | $9,284-99.1% | $4,887-98.2% |