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 | $140,292 | $90,590+54.9% | $90,782+54.5% | $135,380+3.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.67% | -3.40%-4.3pp | -3.42%-4.2pp | 519.81%-527.5pp |
| Employer contribution / active EE | $17,021 | $4,352+291.1% | $4,105+314.6% | $4,779+256.2% |
| Participant deferral / active EE | $16,018 | $5,407+196.3% | $5,366+198.5% | $5,609+185.6% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |