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 | $235,557 | $67,372+249.6% | $60,906+286.8% | $134,532+75.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.83% | 50.05%-66.9pp | 16.94%-33.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $13,701 | $3,099+342.1% | $2,703+406.9% | $4,741+189.0% |
| Participant deferral / active EE | $8,901 | $4,532+96.4% | $3,814+133.4% | $6,401+39.1% |
| Admin fee / account holder | $27 | $4,588-99.4% | $3,227-99.2% | $11,429-99.8% |