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 | $223,809 | $167,504+33.6% | $151,628+47.6% | $134,509+66.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.42% | 7.81%-27.2pp | 3.34%-22.8pp | 418.13%-437.6pp |
| Employer contribution / active EE | $9,927 | $6,828+45.4% | $6,165+61.0% | $4,741+109.4% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |