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 | $104,473 | $183,592-43.1% | $155,567-32.8% | $145,959-28.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 35.00% | 61.24%-26.2pp | 64.74%-29.7pp | 561.95%-526.9pp |
| Employer contribution / active EE | $3,836 | $5,315-27.8% | $4,674-17.9% | $4,661-17.7% |
| Participant deferral / active EE | $5,236 | $6,464-19.0% | $5,628-7.0% | $6,689-21.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |