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 | $241,949 | $138,075+75.2% | $123,552+95.8% | $135,379+78.7% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | -8.47% | 153.70%-162.2pp | 119.20%-127.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $11,757 | $5,152+128.2% | $4,628+154.0% | $4,779+146.0% |
| Participant deferral / active EE | $12,137 | $6,800+78.5% | $6,426+88.9% | $5,609+116.4% |
| Admin fee / account holder | $277 | $10,917-97.5% | $9,285-97.0% | $10,828-97.4% |