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 | $236,614 | $105,867+123.5% | $90,760+160.7% | $134,532+75.9% |
| Participation rate | 91.7% | 78.3%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -16.65% | -10.99%-5.7pp | -12.16%-4.5pp | 418.27%-434.9pp |
| Employer contribution / active EE | $4,770 | $3,464+37.7% | $2,922+63.3% | $4,741+0.6% |
| Participant deferral / active EE | $6,125 | $5,217+17.4% | $4,565+34.2% | $6,401-4.3% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |