Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,938 | $129,737-37.6% | $119,126-32.1% | $154,746-47.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.26% | 379.08%-365.8pp | 282.11%-268.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $13,923 | $4,375+218.3% | $4,034+245.2% | $4,379+218.0% |
| Participant deferral / active EE | $11,752 | $5,842+101.2% | $5,318+121.0% | $6,730+74.6% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |