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 | $166,410 | $100,805+65.1% | $86,698+91.9% | $134,532+23.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.15% | 29.09%-46.2pp | 35.95%-53.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $6,831 | $3,490+95.7% | $2,837+140.8% | $4,741+44.1% |
| Participant deferral / active EE | $10,319 | $5,339+93.3% | $4,656+121.6% | $6,401+61.2% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |