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 | $206,952 | $138,076+49.9% | $123,553+67.5% | $135,380+52.9% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -8.85% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $3,681 | $5,152-28.5% | $4,628-20.5% | $4,779-23.0% |
| Participant deferral / active EE | $3,695 | $6,800-45.7% | $6,426-42.5% | $5,609-34.1% |
| Admin fee / account holder | $9 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |