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 | $108,902 | $171,492-36.5% | $150,734-27.8% | $198,609-45.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 11.11% | 804.70%-793.6pp | 600.81%-589.7pp | 202.70%-191.6pp |
| Employer contribution / active EE | $27,755 | $5,470+407.4% | $4,918+464.3% | $5,055+449.0% |
| Participant deferral / active EE | $17,030 | $6,259+172.1% | $5,610+203.6% | $6,977+144.1% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |