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 | $174,591 | $138,075+26.4% | $123,552+41.3% | $135,379+29.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.57% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $5,207 | $5,152+1.1% | $4,628+12.5% | $4,779+9.0% |
| Participant deferral / active EE | $10,878 | $6,800+60.0% | $6,426+69.3% | $5,609+93.9% |
| Admin fee / account holder | $115 | $10,917-98.9% | $9,285-98.8% | $10,828-98.9% |