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 | $230,955 | $87,546+163.8% | $75,784+204.8% | $125,389+84.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.02% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $21,013 | $3,930+434.7% | $3,323+532.3% | $4,866+331.8% |
| Participant deferral / active EE | $16,811 | $4,230+297.5% | $3,652+360.4% | $5,352+214.1% |
| Admin fee / account holder | $43 | $6,503-99.3% | $5,300-99.2% | $9,541-99.6% |