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 | $247,408 | $167,352+47.8% | $143,788+72.1% | $134,509+83.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.69% | 0.47%-13.2pp | -0.03%-12.7pp | 418.13%-430.8pp |
| Employer contribution / active EE | $15,399 | $5,620+174.0% | $4,952+211.0% | $4,741+224.8% |
| Participant deferral / active EE | $9,282 | $6,447+44.0% | $5,638+64.6% | $6,400+45.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |