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 | $109,618 | $83,908+30.6% | $68,509+60.0% | $125,389-12.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.79% | 14.48%-15.3pp | 8.27%-9.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $10,790 | $3,031+256.0% | $2,278+373.7% | $4,866+121.7% |
| Participant deferral / active EE | $7,970 | $4,125+93.2% | $3,382+135.6% | $5,352+48.9% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |