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 | $237,763 | $133,981+77.5% | $112,249+111.8% | $134,532+76.7% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -17.89% | 47.16%-65.1pp | 27.48%-45.4pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,842 | $4,040+19.9% | $3,636+33.2% | $4,741+2.1% |
| Participant deferral / active EE | $10,164 | $5,292+92.1% | $4,729+114.9% | $6,401+58.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |