Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,865 | $95,917+104.2% | $79,583+146.1% | $134,545+45.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -7.78% | -2.70%-5.1pp | 0.16%-7.9pp | 418.37%-426.2pp |
| Employer contribution / active EE | $1,565 | $3,129-50.0% | $2,414-35.1% | $4,742-67.0% |
| Participant deferral / active EE | $9,560 | $4,694+103.7% | $3,986+139.9% | $6,401+49.4% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |