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 | $207,932 | $142,392+46.0% | $119,622+73.8% | $134,532+54.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.82% | -12.46%+4.6pp | -14.98%+7.2pp | 418.27%-426.1pp |
| Employer contribution / active EE | $11,247 | $5,224+115.3% | $4,232+165.7% | $4,741+137.2% |
| Participant deferral / active EE | $7,048 | $6,467+9.0% | $5,601+25.8% | $6,401+10.1% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |