Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,851 | $167,533+37.2% | $151,645+51.6% | $134,545+70.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.89% | 7.81%-28.7pp | 3.34%-24.2pp | 418.37%-439.3pp |
| Employer contribution / active EE | $38,500 | $6,828+463.8% | $6,165+524.5% | $4,742+712.0% |
| Participant deferral / active EE | $26,000 | $8,985+189.4% | $8,363+210.9% | $6,401+306.2% |
| Admin fee / account holder | $235 | $13,781-98.3% | $11,614-98.0% | $11,431-97.9% |