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 | $111,270 | $103,008+8.0% | $90,304+23.2% | $152,897-27.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.50% | 95.22%-69.7pp | 78.13%-52.6pp | 345.43%-319.9pp |
| Employer contribution / active EE | $2,983 | $3,139-5.0% | $2,855+4.5% | $4,764-37.4% |
| Participant deferral / active EE | $13,171 | $4,281+207.6% | $3,885+239.0% | $5,851+125.1% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |