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 | $188,970 | $82,674+128.6% | $125,363+50.7% | $68,495+175.9% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -18.63% | -5.97%-12.7pp | 572.15%-590.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,885 | $3,382-14.7% | $4,815-40.1% | $2,596+11.1% |
| Participant deferral / active EE | $9,445 | $6,111+54.6% | $7,447+26.8% | $4,028+134.5% |
| Admin fee / account holder | $271 | $6,276-95.7% | $10,005-97.3% | $5,403-95.0% |