Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,343 | $102,978+21.7% | $90,287+38.8% | $152,870-18.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.15% | 95.17%-84.0pp | 78.10%-66.9pp | 345.34%-334.2pp |
| Employer contribution / active EE | $2,246 | $3,139-28.5% | $2,855-21.3% | $4,763-52.8% |
| Participant deferral / active EE | $9,005 | $4,281+110.4% | $3,885+131.8% | $5,850+53.9% |
| Admin fee / account holder | $1 | $6,171-100.0% | $5,351-100.0% | $11,597-100.0% |