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 | $85,253 | $115,796-26.4% | $101,264-15.8% | $158,950-46.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.70% | 56.15%-35.5pp | 46.48%-25.8pp | 302.91%-282.2pp |
| Employer contribution / active EE | $2,139 | $4,175-48.8% | $3,660-41.6% | $4,762-55.1% |
| Participant deferral / active EE | $7,948 | $4,958+60.3% | $4,370+81.9% | $5,983+32.9% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |