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 | $148,406 | $83,908+76.9% | $68,509+116.6% | $125,389+18.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.23% | 14.48%-14.2pp | 8.27%-8.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,431 | $3,031-19.8% | $2,278+6.7% | $4,866-50.0% |
| Participant deferral / active EE | $8,087 | $4,125+96.1% | $3,382+139.1% | $5,352+51.1% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |