Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,107 | $115,814-40.3% | $101,275-31.8% | $158,982-56.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.95% | 56.16%-35.2pp | 46.48%-25.5pp | 302.99%-282.0pp |
| Employer contribution / active EE | $5,918 | $4,176+41.7% | $3,660+61.7% | $4,763+24.3% |
| Participant deferral / active EE | $9,286 | $4,958+87.3% | $4,371+112.5% | $5,983+55.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |