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 | $173,858 | $113,941+52.6% | $94,229+84.5% | $125,389+38.7% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -0.27% | 5.29%-5.6pp | 10.68%-11.0pp | 282.24%-282.5pp |
| Employer contribution / active EE | $6,092 | $4,727+28.9% | $3,587+69.8% | $4,866+25.2% |
| Participant deferral / active EE | $6,092 | $5,179+17.6% | $4,320+41.0% | $5,352+13.8% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |