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 | $216,459 | $167,522+29.2% | $151,639+42.7% | $134,532+60.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.86% | 7.81%-24.7pp | 3.34%-20.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $4,062 | $6,828-40.5% | $6,165-34.1% | $4,741-14.3% |
| Participant deferral / active EE | $15,680 | $8,986+74.5% | $8,363+87.5% | $6,401+145.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |