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 | $55,123 | $112,131-50.8% | $95,964-42.6% | $158,982-65.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.87% | 171.19%-153.3pp | 91.64%-73.8pp | 302.99%-285.1pp |
| Employer contribution / active EE | $24,184 | $3,199+656.0% | $2,541+851.6% | $4,763+407.8% |
| Participant deferral / active EE | $10,139 | $4,784+111.9% | $4,167+143.3% | $5,983+69.4% |
| Admin fee / account holder | $3 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |