Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,671 | $175,600+4.0% | $129,110+41.5% | $134,509+35.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -15.44% | -11.39%-4.1pp | -10.94%-4.5pp | 418.13%-433.6pp |
| Employer contribution / active EE | $18,500 | $6,355+191.1% | $5,052+266.2% | $4,741+290.3% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,427-100.0% |