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 | $238,149 | $167,362+42.3% | $143,799+65.6% | $134,532+77.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.67% | 0.47%-12.1pp | -0.04%-11.6pp | 418.27%-429.9pp |
| Employer contribution / active EE | $8,835 | $5,620+57.2% | $4,952+78.4% | $4,741+86.4% |
| Participant deferral / active EE | $7,283 | $6,447+13.0% | $5,638+29.2% | $6,401+13.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |