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 | $197,176 | $167,533+17.7% | $151,645+30.0% | $134,545+46.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.02% | 7.81%-23.8pp | 3.34%-19.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $16,831 | $6,828+146.5% | $6,165+173.0% | $4,742+255.0% |
| Participant deferral / active EE | $11,144 | $8,985+24.0% | $8,363+33.3% | $6,401+74.1% |
| Admin fee / account holder | $37 | $13,781-99.7% | $11,614-99.7% | $11,431-99.7% |