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 | $166,444 | $138,102+20.5% | $125,381+32.7% | $134,532+23.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.97% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $5,076 | $5,245-3.2% | $4,815+5.4% | $4,741+7.1% |
| Participant deferral / active EE | $9,399 | $7,801+20.5% | $7,448+26.2% | $6,401+46.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |