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 | $196,325 | $180,462+8.8% | $154,111+27.4% | $135,379+45.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.17% | 888.17%-893.3pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,681 | $6,036-72.1% | $5,298-68.3% | $4,779-64.8% |
| Participant deferral / active EE | $4,390 | $5,806-24.4% | $5,081-13.6% | $5,609-21.7% |
| Admin fee / account holder | $56 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |