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 | $149,385 | $87,546+70.6% | $75,784+97.1% | $125,389+19.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.90% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,613 | $3,930-33.5% | $3,323-21.4% | $4,866-46.3% |
| Participant deferral / active EE | $8,321 | $4,230+96.7% | $3,652+127.9% | $5,352+55.5% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |