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 | $104,644 | $90,486+15.6% | $78,676+33.0% | $273,972-61.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.06% | 75.62%-65.6pp | 62.19%-52.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $4,958 | $3,175+56.2% | $2,850+74.0% | $4,869+1.8% |
| Participant deferral / active EE | $7,227 | $3,901+85.2% | $3,517+105.5% | $5,287+36.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |