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 | $225,960 | $105,867+113.4% | $90,760+149.0% | $134,532+68.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.68% | -10.99%-6.7pp | -12.16%-5.5pp | 418.27%-435.9pp |
| Employer contribution / active EE | $4,902 | $3,464+41.5% | $2,922+67.8% | $4,741+3.4% |
| Participant deferral / active EE | $9,861 | $5,217+89.0% | $4,565+116.0% | $6,401+54.1% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |