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 | $148,501 | $115,810+28.2% | $101,271+46.6% | $158,966-6.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.72% | 56.15%-41.4pp | 46.48%-31.8pp | 302.95%-288.2pp |
| Employer contribution / active EE | $10,993 | $4,175+163.3% | $3,660+200.3% | $4,762+130.8% |
| Participant deferral / active EE | $7,857 | $4,958+58.5% | $4,371+79.8% | $5,983+31.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |