Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,081 | $142,392+31.4% | $119,622+56.4% | $134,532+39.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.14% | -12.46%-4.7pp | -14.98%-2.2pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,507 | $5,224-32.9% | $4,232-17.1% | $4,741-26.0% |
| Participant deferral / active EE | $9,939 | $6,467+53.7% | $5,601+77.5% | $6,401+55.3% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |