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 | $172,060 | $127,790+34.6% | $106,554+61.5% | $167,553+2.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.21% | 33.88%-24.7pp | 26.80%-17.6pp | 478.89%-469.7pp |
| Employer contribution / active EE | $2,378 | $3,427-30.6% | $2,819-15.7% | $4,840-50.9% |
| Participant deferral / active EE | $7,466 | $5,088+46.7% | $4,398+69.7% | $6,343+17.7% |
| Admin fee / account holder | $0 | $11,231-100.0% | $7,408-100.0% | $12,316-100.0% |