Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,912 | $167,504+43.2% | $151,628+58.2% | $134,509+78.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.56% | 7.81%-26.4pp | 3.34%-21.9pp | 418.13%-436.7pp |
| Employer contribution / active EE | $11,050 | $6,828+61.8% | $6,165+79.2% | $4,741+133.1% |
| Participant deferral / active EE | $16,215 | $8,985+80.5% | $8,363+93.9% | $6,400+153.3% |
| Admin fee / account holder | $66 | $13,779-99.5% | $11,613-99.4% | $11,427-99.4% |