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 | $182,615 | $180,462+1.2% | $154,111+18.5% | $135,379+34.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.18% | 888.17%-895.4pp | 735.18%-742.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $8,897 | $6,036+47.4% | $5,298+67.9% | $4,779+86.2% |
| Participant deferral / active EE | $4,519 | $5,806-22.2% | $5,081-11.1% | $5,609-19.4% |
| Admin fee / account holder | $86 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |